Wells Fargo

Financial Services

AssociatePersonalBanker(SAFE)

$55–75k ~AI est. Scottsdale, Arizona, United States FULL TIME
The Brief

“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”

Industry & Context.

Financial Services
Problems you'll solve

Fraud identification; Risk identification

Eligibility Requirements

Work Saturdays, SAFE registration required

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, Ability to help customers succeed, Experience working with others, Experience fostering customer relationships, Ability to build relationships, Ability to follow policies, Ability to identify potential fraud, Ability to interact with integrity, Relevant military experience, Proficient sourcing relationships, Support customers and employees

What You'll Do.

Participate in delivery of exceptional customer experience

Build relationships through proactive outreach

Propose appropriate products

Propose digital solutions

Assist customers with basic requests

Complete service requests

Submit credit applications

Develop understanding of bank products

Develop understanding of bank services

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

Complete service-related tasks

How You'll Work.

Team & Collaboration

Internal partners; Other bankers

Free ATS check

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