Wells Fargo
Financial Services
AssociatePersonalBanker(SAFE)
“Associate Personal Banker (SAFE) at Wells Fargo. Skills: Customer service, Sales, Relationship building. Participate in delivery of exceptional customer experience. Build relationships through proactive outreach”
What You'll Achieve.
Help customers succeed financially
Industry & Context.
Fraud identification; Risk assessment
Must meet SAFE registration requirements, Must meet Loan Originator requirements, Work Saturdays
What They're Looking For.
Must Have
6+ months interacting with customers
Nice to Have
Customer service focus, Experience handling complex transactions, Experience proactively engaging customers, Ability to educate customers on technology, Ability to connect customers to team members, Experience working with others on a team, Experience fostering customer relationships, Ability to build relationships with internal partners, Ability to follow policies and procedures, Ability to identify potential fraud, Ability to interact with integrity, Proficient sourcing and building relationships, Support customers and employees resolving concerns, Relevant military experience
What You'll Do.
Participate in delivery of exceptional customer experience
Build relationships through proactive outreach
Propose appropriate products and services
Propose appropriate digital solutions
Assist customers with basic requests
Complete service requests
Submit credit applications
Receive direction from managers
Exercise judgement within defined policies
Develop understanding of bank products
Develop understanding of bank services
Connect products to customers' needs
Interact with customers to demonstrate care
Interact with customers to build relationships
Provide appropriate options for bank products
Provide appropriate options for bank services
Refer customers' financial needs to bankers
Refer customers' financial needs to partners
Complete service-related tasks
How You'll Work.
Team & Collaboration
Internal partners; Other bankers; Team members
Applying for this Associate Personal Banker (SAFE) role?
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