PERSONAL BANKER - PRINCE WILLIAM NORTH

Wells Fargo•Centreville, VA

11d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer, Small & Business Banking division. The position focuses on delivering an exceptional customer experience by building relationships, understanding customer needs, and connecting customers with appropriate bank products, services, and digital solutions. The banker assists with basic account-opening requests, service requests, and credit applications, and refers customers to other bankers and partners when appropriate. This SAFE position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting SAFE Mortgage Licensing Act and related regulatory requirements, including acceptable background investigation results. SAFE registration is required at employment, and Loan Originator duties must satisfy applicable Consumer Financial Protection Bureau requirements and Wells Fargo policies. The role may rove among branches in the specified geography, and the employee is expected to commute to assigned locations for the duration of each branch assignment. Mileage and/or public transportation reimbursement is provided. The position will be based at one of the listed locations: Centreville, Gainesville, or Sudley Road in Virginia. It requires travel within the district, weekend and holiday availability as needed or scheduled, and cash drawer, cash-handling, and balancing duties. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to work weekends and holidays as needed or scheduled.
Ability to travel 100% of the time within the district.
Ability to commute to assigned branch location(s) for the duration of branch assignments.
SAFE registration at the time of employment and compliance with applicable SAFE and Loan Originator requirements.
Meet applicable Loan Originator financial responsibility, character, general financial fitness, and criminal background standards, as well as ongoing regulatory requirements.
Not eligible for visa sponsorship.

Nice To Haves

Customer-service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers through phone or email outreach.
Ability to educate customers about technology and communicate the value of mobile banking.
Ability to help customers succeed financially by introducing them to additional team members when appropriate.
Experience working with a team to meet customer needs.
Experience fostering and developing strong customer relationships.
Ability to build strong relationships with internal partners.
Ability to follow policies, procedures, and regulations.
Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
Ability to interact with integrity and professionalism with customers and team members.
Relevant military experience, including working with military protocol and instructions, enlisted evaluations, or officer/leadership reporting.
Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests involving new accounts, service requests, and credit applications.
Develop understanding of bank products and services to connect them to customers’ needs.
Interact with customers with care and provide appropriate options for bank products and services.
Refer customers’ financial needs to other bankers and partners as needed.
Maintain a cash drawer and perform cash handling and balancing, as well as service-related tasks.
Follow applicable policies and procedures and fulfill risk and compliance obligations, including escalating and remediating issues appropriately.
Travel or rove among assigned branches within the district to provide coverage as needed.