PERSONAL BANKER - PRINCE WILLIAM NORTH

Wells Fargo•Centreville, VA

5d•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 role focuses on delivering exceptional customer experiences by building relationships, identifying customer needs, and connecting customers with appropriate banking 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 is a SAFE position involving customer contact and potentially offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting applicable SAFE Mortgage Licensing Act and Loan Originator requirements, including registration, background and financial-responsibility standards, and ongoing regulatory requirements. The position may rove among branches in a specific geography to cover absences or vacancies. The employee is expected to commute to assigned locations for the duration of an assignment; mileage and/or public transportation reimbursement is provided. The listed possible locations are Centreville, Gainesville, and Sudley Road in Virginia. The role requires travel within the district and may require work on weekends and holidays. It is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, 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.
SAFE registration is required at the time of employment, along with applicable Loan Originator qualification and ongoing regulatory requirements.
Must meet applicable financial responsibility, character, financial fitness, and criminal background standards.
Must commute to assigned branch location(s) for the duration of branch assignments.
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 explain the value of mobile banking options.
Ability to help customers succeed financially by introducing them to additional team members as 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 involving military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Experience supporting customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Build customer relationships through proactive outreach and offer appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
Develop an understanding of bank products and services and connect them to customers’ needs.
Interact with customers to demonstrate care, build relationships, and provide appropriate banking options.
Refer customers’ financial needs to other bankers and partners as needed.
Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
Follow applicable policies, procedures, regulations, and risk and compliance requirements; escalate and remediate issues appropriately.
Support customers and employees in resolving or escalating concerns or complaints.
Travel within the district and provide coverage at assigned or roving branch locations as needed.