Wells Fargo - New Port Richey, FL
posted about 2 months ago
Full-time - Entry Level
New Port Richey, FL
Credit Intermediation and Related Activities
About the position
Wells Fargo is seeking a Bilingual Associate Personal Banker for the National Branch Network, focusing on delivering exceptional customer experiences and building relationships through proactive outreach. This role involves assisting customers with account openings, service requests, and credit applications while ensuring compliance with the S.A.F.E. Mortgage Licensing Act. The position emphasizes understanding bank products and services to meet customer needs effectively.
Responsibilities
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgement within defined policies and procedures.
- Develop understanding of bank products and services to connect to customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services to customers.
- Refer customers' financial needs to other bankers and partners as needed.
Requirements
- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Bilingual speaking and listening proficiency in Spanish/English.
Nice-to-haves
- Customer service focus with experience handling complex transactions across multiple systems.
- Experience proactively engaging with customers through outreach via phone or email.
- Ability to educate and connect customers to technology and share the value of mobile banking options.
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
- Experience working with others on a team to meet customer needs.
- Experience fostering and developing strong customer relationships.
- Ability to build strong relationships with internal partners.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
- Ability to interact with integrity and professionalism with customers and team members.
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting.
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
Benefits
- Competitive salary
- Robust benefits package
- Programs to support work-life balance and well-being
- Opportunities for career growth and development
