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Personal Banker Lower Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Proactive Outreach, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Compliance, Sales, Customer Engagement, Service Requests, Credit Applications, Risk Management
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Personal Banker Lynchburg Area at Wells Fargo
Madison Heights, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage with customers proactively and build strong relationships.
Personal Banker - Harbour Place at Wells Fargo
Jacksonville, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and relationship building. Desired qualifications include the ability to engage customers proactively and identify potential fraud.
Personal Banker Merchants Walk at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transaction Handling
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include experience with complex transactions and the ability to educate customers on technology.
Personal Banker FRISCO COLORADO at Wells Fargo
Frisco, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting financial responsibility standards.
Personal Banker Silicon Forest at Wells Fargo
Forest Grove, Oregon, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transactions Handling, Financial Needs Assessment, Cash Handling, Problem Resolution, Military Experience, Communication Skills, Customer Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and proactively engage with customers.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Relationship Banker Victorville at Wells Fargo
Victorville, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication Skills, Financial Services, Sales Development, Risk Management, Compliance, Customer Needs Assessment, Digital Banking, Team Objectives, Mentoring, Coaching, Business Acumen, Investment Knowledge, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in assessing customer needs. Desired qualifications include FINRA Series 6 and 63 examinations and strong communication skills.
Experience Required
Minimum 2 year(s)
Personal Banker Upper Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transactions Handling, Financial Needs Assessment, Communication, Problem Solving, Cash Handling, Regulatory Compliance, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Product Recommendation, Risk Management, Compliance, Communication, Business Acumen, Mentoring, Coaching, Sales Practices, Financial Consultation, Investment Services, Mortgage Services, Client Needs Analysis, Team Collaboration
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building relationships and recommending products. Desired qualifications include financial services experience and completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Personal Banker - Canyon Country at Wells Fargo
Santa Clarita, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Financial Needs Assessment, Cash Handling, Service Requests, Credit Applications, Problem Resolution, Communication Skills, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Personal Banker Valentine Branch at Wells Fargo
Valentine, Nebraska, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage with customers proactively and build strong relationships.
Relationship Banker Miller Valley at Wells Fargo
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication, Sales Development, Financial Services, Compliance, Risk Management, Mentoring, Coaching, Digital Banking, Customer Needs Assessment, Investment Knowledge, Team Objectives, Proactive Approach, Interpersonal Skills
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA licensing and strong communication skills.
Experience Required
Minimum 2 year(s)
Associate Bank Financial Advisor at Wells Fargo
Wichita, Kansas, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Risk Assessment, Investment Profile, Needs Assessment, Compliance, Financial Goals, Regulatory Requirements, Background Screening, Loan Originator, Securities Industry Essentials, Finra Registration, Client Relationships
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and experience in financial services and client relationship management.
Personal Banker Wappingers Falls at Wells Fargo
Wappingers Falls, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking options.
Associate Bank Financial Advisor at Wells Fargo
Arlington, Virginia, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Risk Assessment, Investment Profile Evaluation, Compliance, Regulatory Requirements, Loan Originator, Securities Industry Essentials, Finra Registration, Client Relationship Management, Sales Support, Financial Fitness, Background Screening
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and financial services experience.
Personal Banker North Central Utah at Wells Fargo
Centerville, Utah, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Compliance, Problem Solving, Communication, Outreach, Account Management, Service Requests, Credit Applications, Community Engagement, Professionalism
Specialization
Candidates should have at least 6 months of customer interaction experience, with a focus on customer service and relationship building. Desired qualifications include the ability to engage customers proactively and educate them on banking technology.
Personal Banker Winston Salem East at Wells Fargo
Winston-Salem, North Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism
Specialization
Candidates should have at least 6 months of customer interaction experience and a focus on customer service. Desired qualifications include the ability to engage proactively with customers and foster strong relationships.
Personal Banker Southampton Branch at Wells Fargo
Southampton, Pennsylvania, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork, Customer Outreach
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer engagement, and the ability to educate customers on mobile banking options.
Senior Premier Banker Lee District at Wells Fargo
Fort Myers, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Planning, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices, Peer Coaching
Specialization
Candidates need at least 4 years of customer service experience and 3 years of experience building customer/partner relationships and recommending products/services. Successful candidates must also meet stringent licensing requirements, including FINRA Series 6 and 63, and comply with SAFE Act regulations for dwelling-secured transactions.
Experience Required
Minimum 5 year(s)
Personal Banker Lower Manhattan at Wells Fargo
New York, New York, United States -
Full Time


Start Date

Immediate

Expiry Date

02 Apr, 26

Salary

31.0

Posted On

02 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Relationship Building, Financial Products, Proactive Outreach, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Compliance, Sales, Customer Engagement, Service Requests, Credit Applications, Risk Management

Industry

Financial Services

Description
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, 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 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 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 Posting Location(s): Bowery & Houston: 276 Bowery- New York, NY Broadway & 10th: 781 Broadway - New York, NY Hudson Yards: 500 W 30th St- New York, NY Eighth & 14th: 76 8th Ave, New York, NY Seventh & 20th: 169 Seventh Ave- New York, NY Sixth & Waverly: 374 Sixth Ave- New York, NY Tenth & 42nd: 492 W 42nd St- New York, NY Broadway & Grand: 460 Broadway- New York, NY Essex Crossing: 138 Clinton St- New York, NY Madison & 34th: 180 Madison Ave- New York, NY Broadway and W 36th: 1350 Broadway- New York, NY Union Square: 104 E 14th St- New York, NY Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. 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 Posting End Date: 7 Jan 2026 *Job posting may come down early due to volume of applicants. 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, status as a protected veteran, or any other legally protected characteristic. 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. 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. Third-Party 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
The Personal Banker will build relationships with customers through proactive outreach and assist them with account openings and service requests. They will also provide appropriate product options and refer customers to other bankers as needed.
Personal Banker Lower Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Proactive Outreach, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Compliance, Sales, Customer Engagement, Service Requests, Credit Applications, Risk Management
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Personal Banker Lynchburg Area at Wells Fargo
Madison Heights, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage with customers proactively and build strong relationships.
Personal Banker - Harbour Place at Wells Fargo
Jacksonville, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and relationship building. Desired qualifications include the ability to engage customers proactively and identify potential fraud.
Personal Banker Merchants Walk at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transaction Handling
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include experience with complex transactions and the ability to educate customers on technology.
Personal Banker FRISCO COLORADO at Wells Fargo
Frisco, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting financial responsibility standards.
Personal Banker Silicon Forest at Wells Fargo
Forest Grove, Oregon, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transactions Handling, Financial Needs Assessment, Cash Handling, Problem Resolution, Military Experience, Communication Skills, Customer Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and proactively engage with customers.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Relationship Banker Victorville at Wells Fargo
Victorville, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication Skills, Financial Services, Sales Development, Risk Management, Compliance, Customer Needs Assessment, Digital Banking, Team Objectives, Mentoring, Coaching, Business Acumen, Investment Knowledge, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in assessing customer needs. Desired qualifications include FINRA Series 6 and 63 examinations and strong communication skills.
Experience Required
Minimum 2 year(s)
Personal Banker Upper Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Complex Transactions Handling, Financial Needs Assessment, Communication, Problem Solving, Cash Handling, Regulatory Compliance, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Product Recommendation, Risk Management, Compliance, Communication, Business Acumen, Mentoring, Coaching, Sales Practices, Financial Consultation, Investment Services, Mortgage Services, Client Needs Analysis, Team Collaboration
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building relationships and recommending products. Desired qualifications include financial services experience and completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Personal Banker - Canyon Country at Wells Fargo
Santa Clarita, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Financial Needs Assessment, Cash Handling, Service Requests, Credit Applications, Problem Resolution, Communication Skills, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Personal Banker Valentine Branch at Wells Fargo
Valentine, Nebraska, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage with customers proactively and build strong relationships.
Relationship Banker Miller Valley at Wells Fargo
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Communication, Sales Development, Financial Services, Compliance, Risk Management, Mentoring, Coaching, Digital Banking, Customer Needs Assessment, Investment Knowledge, Team Objectives, Proactive Approach, Interpersonal Skills
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA licensing and strong communication skills.
Experience Required
Minimum 2 year(s)
Associate Bank Financial Advisor at Wells Fargo
Wichita, Kansas, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Risk Assessment, Investment Profile, Needs Assessment, Compliance, Financial Goals, Regulatory Requirements, Background Screening, Loan Originator, Securities Industry Essentials, Finra Registration, Client Relationships
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and experience in financial services and client relationship management.
Personal Banker Wappingers Falls at Wells Fargo
Wappingers Falls, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking options.
Associate Bank Financial Advisor at Wells Fargo
Arlington, Virginia, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Risk Assessment, Investment Profile Evaluation, Compliance, Regulatory Requirements, Loan Originator, Securities Industry Essentials, Finra Registration, Client Relationship Management, Sales Support, Financial Fitness, Background Screening
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and financial services experience.
Personal Banker North Central Utah at Wells Fargo
Centerville, Utah, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Compliance, Problem Solving, Communication, Outreach, Account Management, Service Requests, Credit Applications, Community Engagement, Professionalism
Specialization
Candidates should have at least 6 months of customer interaction experience, with a focus on customer service and relationship building. Desired qualifications include the ability to engage customers proactively and educate them on banking technology.
Personal Banker Winston Salem East at Wells Fargo
Winston-Salem, North Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism
Specialization
Candidates should have at least 6 months of customer interaction experience and a focus on customer service. Desired qualifications include the ability to engage proactively with customers and foster strong relationships.
Personal Banker Southampton Branch at Wells Fargo
Southampton, Pennsylvania, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork, Customer Outreach
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer engagement, and the ability to educate customers on mobile banking options.
Senior Premier Banker Lee District at Wells Fargo
Fort Myers, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Planning, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices, Peer Coaching
Specialization
Candidates need at least 4 years of customer service experience and 3 years of experience building customer/partner relationships and recommending products/services. Successful candidates must also meet stringent licensing requirements, including FINRA Series 6 and 63, and comply with SAFE Act regulations for dwelling-secured transactions.
Experience Required
Minimum 5 year(s)
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