Personal Banker Friday Harbor
Company: Wells Fargo
Location: Friday Harbor
Posted on: May 28, 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 Branch
Location:
- 305 Argyle Ave Friday Harbor, WA 98250-9556 Pay Range $20.00 -
$27.69 Hourly Benefits Wells Fargo provides all eligible full- and
part-time employees with a comprehensive set of benefits designed
to protect their physical and financial health and to help them
make the most of their financial future. Visit Benefits - Wells
Fargo Careers for an overview of the following benefit plans and
programs offered to employees.
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement 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. Drug and Alcohol Policy Wells
Fargo maintains a drug free workplace. Please see our Drug and
Alcohol Policy to learn more.
Keywords: Wells Fargo, Bellingham , Personal Banker Friday Harbor, Other , Friday Harbor, Washington
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