Personal banker

About this role :

Wells Fargo is seeking a...

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 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

Required Qualifications for Europe Middle East & Africa only :

• Experience in interacting with customers 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
• 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 servicerelated 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 () 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

Posting Location(s) :

PORTLAND1031 W US HWY 181PORTLAND TX 78374

Posting End Date : 22 Sep 2024

22 Sep 2024

Job posting may come down early due to volume of applicants.

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 compliancedriven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for 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 units 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 sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.

Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements :

a. ThirdParty recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Remote Work :

Last updated : 2024-10-18