Personal Banker Murrieta

Wells Fargo•Murrieta, CA

3d•$23 - $31•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network in the Consumer Banking and Lending division. The role focuses on delivering an exceptional customer experience by building relationships, understanding customer needs, and offering appropriate bank products, services, and digital solutions. The banker assists with basic account openings, service requests, and credit applications; develops knowledge of the bank’s products and services; and refers customers to other bankers or partners when appropriate. The position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment requires SAFE registration and compliance with the S.A.F.E. Mortgage Licensing Act, Regulation Z Loan Originator requirements, and applicable Wells Fargo policies. Continued employment is contingent on meeting regulatory requirements, including background and financial-responsibility standards. The role also includes maintaining a cash drawer, handling and balancing cash, and completing service-related tasks as needed. The schedule may include most Saturdays. 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, or education.
Ability to meet SAFE registration and Loan Originator qualification requirements, including applicable background and financial-responsibility standards.
Ability to work a schedule that may include most Saturdays.
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.
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, processing 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 recommend appropriate products, services, and digital solutions.
Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
Develop knowledge of bank products and services to connect them to customers’ needs.
Interact with customers to demonstrate care and build relationships.
Provide customers with appropriate options for bank products and services.
Refer customers’ financial needs to other bankers and partners as appropriate.
Maintain a cash drawer and handle and balance cash.
Complete service-related tasks as needed.
Follow applicable risk, compliance, and regulatory programs and escalate or remediate issues appropriately.