Wells Fargo Jobs – Personal Banker

Website Wells Fargo

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

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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

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