Wells Fargo - Ladera Ranch, CA

posted 3 months ago

Part-time - Entry Level
Ladera Ranch, CA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, you will play a crucial part in supporting customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers. You will be responsible for completing operational activities while minimizing risks under established policies, ensuring that all tasks are performed efficiently and effectively. This position requires a strong understanding of bank procedures and products, as well as the ability to collaborate with partners across the organization. As a Branch Operations Coordinator, you will support the Branch Manager in various operational tasks and scheduling, resolve issues related to the daily operations of the teller line, and provide guidance to customers and employees in resolving or escalating concerns or complaints. Your role will also involve identifying information and services to meet customers' financial needs, motivating a diverse team to achieve their full potential, and ensuring that established business objectives are met. You will be expected to demonstrate excellent service to customers and individuals by building relationships and completing requested transactions with care. This position is not only about managing operations but also about fostering a positive customer experience and ensuring compliance with retail controls, risk management, and loss prevention. You will be expected to exercise judgment, raise questions to management, and adhere to policy guidelines while maintaining a professional demeanor in all interactions. The role may require working a schedule that includes most Saturdays, and it is essential to have a flexible approach to meet the demands of the position.

Responsibilities

  • Support customer experience by accurately processing and approving teller transactions.
  • Share digital solutions and make appropriate introductions to bankers.
  • Complete operational activities while minimizing risks under established policies.
  • Perform routine to moderately complex transactional, operational, and customer support tasks efficiently.
  • Support the Branch Manager in operational tasks and scheduling.
  • Resolve issues related to daily operations of the teller line under direction of regional banking management.
  • Support customers and employees in resolving or escalating concerns or complaints.
  • Provide excellent service to customers and individuals by demonstrating care and building relationships.
  • Identify information and services to meet customers' financial needs.
  • Motivate a diverse team to achieve full potential and meet established business objectives.

Requirements

  • 2+ years of customer service and issue resolution experience or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to interact with integrity and professionalism with customers and employees.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Cash handling experience.
  • Well-organized, independent, and able to prioritize in a fast-paced environment.
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention.

Nice-to-haves

  • Motivate others to achieve full potential and meet established business objectives.

Benefits

  • 401(k)
  • Caregiver leave
  • Commuter assistance
  • Dependent care reimbursement
  • Health insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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