Wells Fargo Jobs – Personal Banker

Job Description:

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

Job Responsibilities:

• Provide appropriate options for bank products and services to customer
• Interact with customers to demonstrate care and build relationships
• Develop understanding of bank products and services to connect to customers’ needs
• Receive direction from managers and exercise judgement within defined policies and procedures
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Refer customers’ financial needs to other bankers and partners as needed

Job Requirements:

• Experience fostering and developing strong customer relationships
• Ability to follow policies, procedures, and regulations
• 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
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Experience proactively engaging with customers through outreach via phone or email
• 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• 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
• Ability to build strong relationships with internal partners
• Customer service focus with experience handling complex transactions across multiple systems
• Experience working with others on a team to meet customer needs

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: El Cajon, CA, US

Application Deadline: N/A

Apply Here