Associate Personal Banker (SAFE) Role
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. 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. You will assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. You will receive direction from managers and exercise judgement within defined policies and procedures. You will develop understanding of bank products and services to connect to customers' needs. You will interact with customers to demonstrate care and build relationships. You will provide appropriate options for bank products and services to customers. You will 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 S.A.F.E. 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, education
Bilingual speaking and listening proficiency in Spanish / English
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 a schedule that may include most Saturdays
Must take and pass required language assessment
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.
Posting Locations :
4411 Carlisle NE ALBUQUERQUE, NM 87107
1800 Eubank Blvd NE ALBUQUERQUE, NM 87112
9390 Coors Blvd NW ALBUQUERQUE, NM 87114
3401 Coors Blvd NW ALBUQUERQUE, NM 87120
6000 Menaul NE ALBUQUERQUE, NM 87110
8100-J Wyoming Blvd ALBUQUERQUE, NM 87113
3801 Fourth NW ALBUQUERQUE, NM 87107
8333 Montgomery NE ALBUQUERQUE, NM 87109
1406 Bridge Blvd. SW ALBUQUERQUE, NM 87105
156 Juan Tabo Blvd. NE ALBUQUERQUE, NM 87123
3022 Central Ave. SE ALBUQUERQUE, NM 87106
550 San Mateo Blvd. SE ALBUQUERQUE, NM 87108
239 W Highway 550 BERNALILLO, NM 87004
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Personal Banker • Albuquerque, NM, US