Wells Fargo
Financial Services
AssociatePersonalBanker(SAFE)
“Associate Personal Banker (SAFE) at Wells Fargo. Skills: Customer relationships, Financial well-being, Branch growth. Build lasting customer relationships. Lead discovery-driven conversations”
What You'll Achieve.
Support financial well-being; Deepen customer engagement; Meet customer goals; Meet business goals
Industry & Context.
Sound judgement
Ability to work Saturdays, Loan Originator requirements, Credit report review
What They're Looking For.
Must Have
6+ months of interacting with customers experience, Bilingual speaking and listening proficiency in Spanish/English, Must take and pass required language assessment, SAFE registration is required at the time of employment
Nice to Have
Prior experience in financial services, Experience building trust-based customer relationships, Comfort initiating outreach, Demonstrated comfort with digital tools and technology, Ability to identify customer needs, Proven ability to collaborate with teammates, Demonstrated ability to follow policies and regulations
What You'll Do.
Build lasting customer relationships
Lead discovery-driven conversations
Understand customer needs
Connect customers with relevant banking products
Identify opportunities
Make appropriate referrals
Support everyday banking needs
Process service requests
Process credit applications
Perform cash handling
Process transactions accurately
Maintain operational standards
Adopt digital technologies
Deliver accurate service
Deliver compliant service
Exercise sound judgement
Coordinate seamless handoffs
Connect customers to expertise
How You'll Work.
Team & Collaboration
Collaborate with branch teammates
Communication Scope
Meaningful conversations
Applying for this Associate Personal Banker (SAFE) role?
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