Personal Banker - Carillon Branch, Panama City Beach FL
About the position
Wells Fargo is seeking an Associate Personal Banker (SAFE) for the National Branch Network within the Consumer, Small & Business Banking division. This role focuses on delivering exceptional customer experiences by building relationships and providing appropriate banking products and services to help customers succeed financially. The position requires compliance with the S.A.F.E. Mortgage Licensing Act and involves customer interaction, account management, and teamwork to meet customer needs.
Responsibilities
Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
,
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 customers.
,
Refer customers' financial needs to other bankers and partners as needed.
Requirements
6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice-to-haves
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 customers to technology and share the value of mobile banking options.
,
Experience working with others on a team to meet customer needs.
,
Experience fostering and developing strong customer relationships.
,
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
,
Relevant military experience including working with military protocol and instructions.
Benefits
Competitive salary
,
Robust benefits package
,
Programs to support work-life balance and well-being
,
Opportunities for community investment
,
Recognition for authenticity and personal growth
Apply Now
Wells Fargo is seeking an Associate Personal Banker (SAFE) for the National Branch Network within the Consumer, Small & Business Banking division. This role focuses on delivering exceptional customer experiences by building relationships and providing appropriate banking products and services to help customers succeed financially. The position requires compliance with the S.A.F.E. Mortgage Licensing Act and involves customer interaction, account management, and teamwork to meet customer needs.
Responsibilities
Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
,
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 customers.
,
Refer customers' financial needs to other bankers and partners as needed.
Requirements
6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice-to-haves
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 customers to technology and share the value of mobile banking options.
,
Experience working with others on a team to meet customer needs.
,
Experience fostering and developing strong customer relationships.
,
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
,
Relevant military experience including working with military protocol and instructions.
Benefits
Competitive salary
,
Robust benefits package
,
Programs to support work-life balance and well-being
,
Opportunities for community investment
,
Recognition for authenticity and personal growth
Apply Now