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Personal Banker Shrub Oak

Location: Shrub Oak
Posted on: May 24, 2023

Job Description:

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role you will:

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

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 customer

Refer customers' financial needs to other bankers and partners as needed

This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations

Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education

Desired Qualifications:

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 customer 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

Job Expectations:

Ability to work weekends and holidays as needed or scheduled

Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position

Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

This position is not eligible for Visa sponsorship

Location : 1342 East Main Street - Shrub Oak, NY 10588

Shrub Oak, New York - Pay Range: $22.00 - $30.19 Hourly

Pay Range

$22.00 - $30.19 Hourly


Information about Wells Fargo's employee benefits

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Keywords: WELLS FARGO BANK, Danbury , Personal Banker Shrub Oak, Other , Shrub Oak, Connecticut

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