Personal Banker - Southdale Branch, West Palm Beach FL

Wells Fargo • West Palm Beach, FL

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About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for the Southdale Branch in West Palm Beach, FL. This role focuses on delivering exceptional customer experiences by building relationships and providing appropriate banking products and services. The position involves assisting customers with account openings, service requests, and credit applications while ensuring compliance with the S.A.F.E. Mortgage Licensing Act. The ideal candidate will engage with customers proactively and help them succeed financially through various banking solutions.

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Customer service focus with experience handling complex transactions across multiple systems.
• Ability to educate and connect customers to technology and share the value of mobile banking options.
• Experience working with others on a team to meet customer needs.
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.

Nice To Haves

• Experience proactively engaging with customers through outreach via phone or email.
• Experience fostering and developing strong customer relationships.
• Ability to build strong relationships with internal partners.
• Relevant military experience including working with military protocol and instructions.

Responsibilities

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• 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 customers.
• Refer customers' financial needs to other bankers and partners as needed.

Benefits

• Competitive salary
• Robust benefits package
• Programs to support work-life balance and well-being
• Opportunities for community investment and personal growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed