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Personal Banker 1

Wells Fargo Statewide Full-Time
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Job Description

Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen.  Please make sure your profile includes a current email address that you check regularly (including your spam folder) as the invitations for these activities will be emailed to you.  For internal candidates, you must apply via the Jobs site on Teamworks or Teamworks at Home and please ensure your profile lists a personal (external) email address as your primary email address so you can receive communications and complete these potential activities. Please refer to the Team Member Handbook for more information on the Internal Job Opportunities Process.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country.  We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams.  We’ve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.
     
As a personal banker at Wells Fargo you will deliver exceptional customer experience, build relationships, and help consumer and small business customers succeed financially. You will engage customers in conversation and ask questions to understand what’s most important to them to allow you to provide product, service and digital options that align with their needs and help make banking easier for them.
Your responsibilities include:
• Building relationships with customers through proactive outreach and follow up, asking questions and learning about their financial needs
• Deep knowledge of bank products and services and connecting those to customer needs
• Building relationships with branch team members and partners, allowing you to work together to best serve customers
• Opening new accounts, completing service requests, and submitting credit applications
• Inform customers of self-service digital options and demonstrate them to customers
• Helping to resolve customer concerns and escalating issues as needed
• Serving as a risk leader and following policies and procedures

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.

Please note: Based on the volume of applications received, this job posting may be removed prior to the indicated close date.   If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo.

 



Required Qualifications

  • 2+ year of experience interacting with people, demonstrated through work, military, 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 influence, educate, and connect customers to technology
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Ability to meet or exceed performance objectives
  • Ability to interact with integrity and professionalism with customers and team members
  • 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 and customers
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • 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


Other Desired Qualifications

 Multilingual speakers are encouraged to apply.



Job Expectations

  • Ability to work weekends and holidays as needed or scheduled
  • 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) web site (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.


Street Address

CA-Thousand Oaks: 1760 E Avenida De Los Arboles - Thousand Oaks, CA



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

 

Skills required

Retail Banking
Unsecured Debt
Loan Origination
Insurance Sales
Annuities
Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities)

Location

Salary Estimator

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$90K
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Job ID: 5489351

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Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through our many locations, ATMs, the internet (wellsfargo.com) and mobile banking. To learn more, Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

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