Personal Banker (Sales and Related) ID:9118175751
Now hiring in Pojoaque, NMWhy Wells Fargo:
Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance, and mental and physical healthWe ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace to grow your career in the U.
SWe're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplaceWhen it comes to employees' financial health, we offer competitive salaries and generous benefits packageApply today.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking divisionLearn more about the career areas and business divisions at wellsfargojobs.
com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financiallyAssist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applicationsReceive direction from managers and exercise judgement within defined policies and proceduresDevelop understanding of bank products and services to connect to customers' needsInteract with customers to demonstrate care and build relationshipsProvide appropriate options for bank products and services to customerRefer customers' financial needs to other bankers and partners as neededThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transactionAs such, this position requires compliance with the S.
A.
F.
EMortgage Licensing Act of 2008 and all related regulationsOngoing employment is contingent upon meeting all such requirements, including acceptable background investigation resultsIndividuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications:
6
months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following:
work experience, training, military experience, education
Qualifications:
Customer service focus with experience handling complex transactions across multiple systemsExperience proactively engaging with customers through outreach via phone or emailAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to help customers succeed financially by offering introductions to additional team members as appropriateExperience working with others on a team to meet customer needsExperience fostering and developing strong customer relationshipsAbility to build strong relationships with internal partnersAbility to follow policies, procedures, and regulationsAbility to identify potential fraud/risky accounts and take appropriate action to prevent lossAbility to interact with integrity and professionalism with customers and team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruitingProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesSupport customers and employees in resolving or escalating concerns or complaints Job Expectations:
Ability to work weekends and holidays as needed or scheduledMaintains cash drawer, cash handling and balancing and spends time completing service-related tasks as neededThis position requires SAFE registration at the time of employmentWells Fargo will initiate the SAFE registration process immediately after your employment start dateThe Nationwide Mortgage Licensing System (NMLS) website (http:
//fedregistry.
nationwidelicensingsystem.
org) provides the MU4R questions and registration required for employment in this positionIndividuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policiesThe LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standardsA current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluationSuccessful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorship Posting Location(s):
241 Washington Ave Santa FE, NM 87501 Recommended Skills Benefits Realisation Management Customer Demand Planning Customer Experience Customer Relationship Management Customer Service Finance Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance, and mental and physical healthWe ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace to grow your career in the U.
SWe're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplaceWhen it comes to employees' financial health, we offer competitive salaries and generous benefits packageApply today.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking divisionLearn more about the career areas and business divisions at wellsfargojobs.
com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financiallyAssist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applicationsReceive direction from managers and exercise judgement within defined policies and proceduresDevelop understanding of bank products and services to connect to customers' needsInteract with customers to demonstrate care and build relationshipsProvide appropriate options for bank products and services to customerRefer customers' financial needs to other bankers and partners as neededThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transactionAs such, this position requires compliance with the S.
A.
F.
EMortgage Licensing Act of 2008 and all related regulationsOngoing employment is contingent upon meeting all such requirements, including acceptable background investigation resultsIndividuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications:
6
months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following:
work experience, training, military experience, education
Qualifications:
Customer service focus with experience handling complex transactions across multiple systemsExperience proactively engaging with customers through outreach via phone or emailAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to help customers succeed financially by offering introductions to additional team members as appropriateExperience working with others on a team to meet customer needsExperience fostering and developing strong customer relationshipsAbility to build strong relationships with internal partnersAbility to follow policies, procedures, and regulationsAbility to identify potential fraud/risky accounts and take appropriate action to prevent lossAbility to interact with integrity and professionalism with customers and team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruitingProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesSupport customers and employees in resolving or escalating concerns or complaints Job Expectations:
Ability to work weekends and holidays as needed or scheduledMaintains cash drawer, cash handling and balancing and spends time completing service-related tasks as neededThis position requires SAFE registration at the time of employmentWells Fargo will initiate the SAFE registration process immediately after your employment start dateThe Nationwide Mortgage Licensing System (NMLS) website (http:
//fedregistry.
nationwidelicensingsystem.
org) provides the MU4R questions and registration required for employment in this positionIndividuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policiesThe LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standardsA current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluationSuccessful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorship Posting Location(s):
241 Washington Ave Santa FE, NM 87501 Recommended Skills Benefits Realisation Management Customer Demand Planning Customer Experience Customer Relationship Management Customer Service Finance Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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