Personal Banker Clearwater District

Wells Fargo - Belleair Bluffs, FL

Full-time - Entry Level

Belleair Bluffs, FL

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join their 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 requires compliance with the S.A.F.E. Mortgage Licensing Act and involves customer interaction, account management, and teamwork to meet customer needs.

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.

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.

Benefits

• Competitive salary
• Robust benefits package
• Programs to support work-life balance and well-being