In This Role, You Will:
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Deliver exceptional customer experiences through proactive engagement and relationship building.
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Recommend products, services, and digital solutions tailored to customers financial goals.
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Assist with new account openings, service requests, and credit applications.
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Apply sound judgment within defined policies and procedures under the guidance of branch leadership.
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Gain expertise in Wells Fargo products and services to effectively connect with customer needs.
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Demonstrate care, professionalism, and integrity in every customer interaction.
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Collaborate with colleagues and partners to refer customers for specialized financial needs.
SAFE Position Requirement:
This position involves customer contact and responsibilities related to offering, negotiating, or taking applications for dwelling-secured transactions. Employment is contingent upon compliance with the S.A.F.E. Mortgage Licensing Act of 2008, Regulation Z (Loan Originator) requirements, and successful background checks.
Required Qualifications:
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6+ months of experience interacting with customers, or equivalent experience demonstrated through work, training, military service, or education.
Desired Qualifications:
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Strong customer service orientation with experience managing complex transactions.
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Proactive engagement skills, including outreach via phone or email.
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Ability to educate customers on digital banking tools and promote mobile solutions.
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Proven teamwork and collaboration to meet customer needs.
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Relationship-building skills with customers and internal partners.
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Understanding of policies, procedures, and regulatory compliance.
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Ability to identify and prevent potential fraud or risk.
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Integrity, professionalism, and attention to detail in all interactions.
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Relevant military experience in leadership, personnel management, or benefits administration.
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Demonstrated success in sourcing, acquiring, and maintaining long-term customer relationships.
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Experience supporting customers and employees in resolving or escalating concerns.