Personal Banker Legay & Independence

Wells Fargo & Company•Plano, TX

1d•Onsite

About The Position

Wells Fargo is a leading financial services company committed to driving innovation, empowering communities, and helping customers succeed. They offer a meaningful career with robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being. Wells Fargo is recognized as a top financial services employer. This role is for an Associate Personal Banker (SAFE) within the National Branch Network, part of the Consumer Banking and Lending division. The position involves delivering exceptional customer experience, building relationships through proactive outreach, and proposing appropriate products, services, and digital solutions to help customers succeed financially. Responsibilities also include assisting customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. The role requires developing an understanding of bank products and services to connect to customers' needs, interacting with customers to demonstrate care, providing appropriate options for bank products and services, and referring customers' financial needs to other bankers and partners as needed. This SAFE position involves customer contact and duties that may include offering/negotiating terms and/or taking applications for dwelling secured transactions, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z.

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and listening proficiency in Spanish/English
Ability to work a schedule that may include most Saturdays
Must take and pass required language assessment
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment
Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies for Loan Originator (LO) positions
Meet applicable financial responsibility, character, general financial fitness and criminal background standards
A current credit report will be used to assess your financial responsibility and credit fitness

Nice To Haves

Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on 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/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, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints

Responsibilities

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing 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
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed