Associate Personal Banker (SAFE) Opportunities
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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
- 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
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.
- This position is not eligible for Visa sponsorship
Posting Location(s):
- Sienna Ridge | 3375 Bass Lake Road, El Dorado Hills, CA 95762
- Sacramento Sunrise | 6047 Sunrise Blvd., Citrus Heights, CA 95610
- Placerville | 186 Placerville Drive, Placerville, CA 95667
- Orangevale | 9407 Madison Ave., Orangevale, CA 95662
- Micron | 9500 Micron Ave., Sacramento, CA. 95827
- Lyons Village | 2598 Fair Oaks Blvd., Sacramento, CA. 95825
- Gold River | 2010 Gold Field Drive, Gold River, CA. 95670
- Folsom | 1113 East Bidwell Street, Folsom, CA 95630
- Empire Ranch | 25015 Blue Ravine Road, Folsom, CA 95630
- El Dorado Hills Town Center 4355 Town Center Dr., El Dorado Hills, CA 95762
- Cool | 5036 Ellinghouse Dr., Suite 130, Cool, CA 95614-9537
- Cameron Park Traditional | 3440 Palmer Drive, Cameron Park, CA 95682
- Camellia City Center | 5700 Folsom Blvd., Sacramento, CA. 95819
- Broadway And Placerville | 1244 Broadway, Placerville, CA 95667
- Please note, not all positions will be available at each location.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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, or status as a protected veteran.