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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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Wells Fargo · Vancouver
