Personal Banker Holbrook DeNovo

Wells Fargo•Holbrook, NY

22h•Onsite

About The Position

Wells Fargo is a leading financial services company committed to driving innovation, empowering communities, and helping customers succeed. They are recognized as a top financial services employer for career growth. This role is for an Associate Personal Banker (SAFE) within the National Branch Network, part of the Consumer Banking and Lending division. The position focuses on delivering exceptional customer experience by building relationships, proactively reaching out to customers, and proposing appropriate products, services, and digital solutions to help them achieve financial success. It involves assisting customers with opening new accounts, service requests, and credit applications, while developing an understanding of bank products and services to meet customer needs. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including meeting 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
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