Wells Fargo
Financial Services
PersonalBanker
“Personal Banker at Wells Fargo. Skills: Customer relationship management, Sales, Financial services. Participate in delivery of exceptional customer experience. Build relationships through proactive outreach”
Industry & Context.
Must meet Loan Originator requirements, Must meet Consumer Financial Protection Bureau qualification requirements, Must meet financial responsibility standards, Must meet character standards, Must meet general financial fitness standards, Must meet criminal background standards, Must meet ongoing regulatory requirements, May include most 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 in resolving concerns
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
Develop understanding of bank products
Connect products to customers' needs
Interact with customers to demonstrate care
Build relationships with customers
Provide appropriate options for bank products
Provide appropriate options for bank services
Refer customers' financial needs to partners
Complete service-related tasks
How You'll Work.
Team & Collaboration
Internal partners; Other bankers
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