Personal Banker - Castle Rock South

$37,440 - $52,291/Yr

Wells Fargo - Castle Rock, CO

Full-time - Entry Level

Castle Rock, CO

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for the National Branch Network within the Consumer, Small & Business Banking division. This role focuses on delivering exceptional customer experiences by building relationships and providing appropriate banking products and services to help customers succeed financially. The position involves assisting customers with account openings, service requests, and credit applications while ensuring compliance with regulatory requirements.

Responsibilities

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
• Assist customers with basic requests related to opening new accounts and completing service requests.
• 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.
• 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.
• Experience working with others on a team to meet customer needs.
• Ability to follow policies, procedures, and regulations.
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.

Nice-to-haves

• Ability to build strong relationships with internal partners.
• Ability to interact with integrity and professionalism with customers and team members.
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.

Benefits

• Caregiver leave
• Commuter assistance
• Dependent care reimbursement
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• 401(k) Plan
• Critical illness insurance
• Accident insurance
• Parental leave
• Critical caregiving leave
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement