Branch Operations Coordinator Merion Office

Wells Fargo•Lower Merion Township, PA

About The Position

Wells Fargo is seeking a Branch Operations Coordinator for its National Branch Network within the Consumer Banking and Lending division. The role supports customer experience by processing and approving teller transactions, sharing digital banking solutions, introducing customers to bankers, and completing operational activities in accordance with established policies. The coordinator performs routine to moderately complex transactional, operational, and customer-support tasks, supports the branch manager with operational duties and scheduling, and resolves teller-line issues under regional banking management direction. The role also helps customers and employees resolve or escalate concerns, identifies services to address customers’ financial needs, and motivates a diverse team to meet business objectives. Employees are accountable for following applicable risk and compliance programs, policies, and procedures and for escalating and remediating issues appropriately. The role may require working most Saturdays and is not eligible for Visa sponsorship.

Requirements

At least 1 year of customer service and issue-resolution support experience, or equivalent experience demonstrated through work, training, military experience, or education.
Ability to work a schedule that may include most Saturdays.

Nice To Haves

Ability to provide strong customer service by listening, eliciting information, and understanding customer issues.
Ability to educate customers about technology and communicate the value of mobile banking options.
Ability to interact with customers and employees with integrity and professionalism.
Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
Cash-handling experience.
Well-organized and able to work independently and prioritize in a fast-paced environment.
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
Relevant military experience in personnel benefits management, processing personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
Ability to motivate others to achieve their potential and meet established business objectives.

Responsibilities

Accurately process and approve teller transactions, share digital solutions, and make appropriate introductions to bankers.
Complete operational activities while minimizing risk and following established policies.
Perform routine to moderately complex transactional, operational, and customer-support tasks using knowledge of bank procedures, products, and organizational partners.
Support the branch manager with operational tasks and scheduling.
Resolve daily teller-line operational issues under the direction of regional banking management.
Help customers and employees resolve concerns or complaints, escalating them when appropriate.
Provide excellent customer service by demonstrating care, building relationships, and completing requested transactions.
Identify information and services that meet customers’ financial needs.
Motivate a diverse team to reach its potential and meet established business objectives.
Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate risks and remediate issues appropriately.