Associate Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 10 days ago

Associate Personal Banker

Wells FargoAssociate Personal Banker

Perks & benefits

Health InsurancePaid Leave

Requirements

6+ months customer interaction experience, Ability to work Saturdays, SAFE registration capability, Cash handling skills

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Deliver an exceptional customer experience by building relationships through proactive outreach and proposing appropriate financial products and digital solutions.
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications.
  • Maintain a cash drawer, including cash handling and balancing duties.
  • Refer customers' financial needs to appropriate bankers and partners within the branch.
  • Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and all related banking regulations.

Requirements

  • 6+ months of customer interaction experience (includes work, training, military, or education).
  • Ability to work a schedule that includes most Saturdays.
  • Capability to obtain SAFE registration at the time of employment.
  • Proficiency in cash handling and balancing.

Preferred Qualifications

  • Experience handling complex transactions across multiple systems.
  • Ability to educate customers on mobile banking and digital technology.
  • Experience proactively engaging customers via phone or email.
  • Strong ability to identify potential fraud or risky accounts.
  • Proven track record of fostering strong customer and internal partner relationships.

Benefits

  • Health, dental, and vision benefits.
  • 401(k) plan.
  • Paid time off and parental leave.
  • Tuition reimbursement and scholarships for dependent children.
  • Disability, life, critical illness, and accident insurance.
  • Commuter benefits and various discounts.

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments. We are committed to driving innovation, empowering communities, and helping our customers succeed.

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Associate Personal Banker

Wells Fargo · Vancouver

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