
Website Wells Fargo
Job Description:
As a personal banker at Wells Fargo you will deliver exceptional customer experience, build relationships, and help consumer and small business customers succeed financially. You will engage customers in conversation and ask questions to understand what’s most important to them to allow you to provide product, service and digital options that align with their needs and help make banking easier for them.
Job Responsibilities:
- Maintains a cash drawer, cash handling, and balancing and spends up to 30 percent of time completing service related tasks as needed
- Proactively engages customers in conversations and asks questions to learn about their financial needs
- Maintains knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer’s need
- Follows policies and procedures to minimize risk
- Assists customers with opening new accounts, completing service requests and submitting credit applications
- Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially
- Informs customers of self-service digital options (as appropriate) to make banking easier for them
- Build relationships with customers through proactive outreach and follow-up
- Helps resolve customer concerns and escalate issues as needed
- Makes introductions to other bankers and partners to help meet customer s broader financial needs
Job Requirements:
- Ability to follow policies, procedures, and regulations
- Experience proactively engaging with customers through outreach via phone or email
- Experience fostering and developing strong customer relationships
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Experience working with others on a team to meet customer needs
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to build strong relationships with internal partners
- Ability to interact with integrity and professionalism with customers and team members
- Ability to educate and connect customers to technology and share the value of mobile banking options
Qualification & Experience:
- 2+ year of experience interacting with people, demonstrated through work, military, or education
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Experience proactively engaging with customers through outreach via phone or email
Job Details:
Company: Wells Fargo
Vacancy Type: Full Time
Job Location: Birmingham, AL, US
Application Deadline: N/A
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