Associate Personal Banker-Robinhood

Wells Fargo, WINSTON SALEM North Carolina, US

Work at Wells Fargo


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 our career areas and lines of business 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 financiallyAssist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applicationsReceive direction from managers and exercise judgement within defined policies and proceduresDevelop understanding of bank products and services to connect to customers' needsInteract with customers to demonstrate care and build relationshipsProvide appropriate options for bank products and services to customerRefer customers' financial needs to other bankers and partners as neededThis 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 transactionAs such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulationsOngoing employment is contingent upon meeting all such requirements, including acceptable background investigation resultsIndividuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired 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 educationDesired Qualifications:Customer service focus with experience handling complex transactions across multiple systemsExperience proactively engaging with customers through outreach via phone or emailAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to help customers succeed financially by offering introductions to additional team members as appropriateExperience working with others on a team to meet customer needsExperience fostering and developing strong customer relationshipsAbility to build strong relationships with internal partnersAbility to follow policies, procedures, and regulationsAbility to identify potential fraud/risky accounts and take appropriate action to prevent lossAbility to interact with integrity and professionalism with customers and team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruitingProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesSupport customers and employees in resolving or escalating concerns or complaintsJob Expectations:Ability to work weekends and holidays as needed or scheduledMaintains a cash drawer, cash handling, and balancing and spends up to 30 percent of time completing service-related tasks as neededThis 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 positionIndividuals 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.Posting Location: 3375 Robinhood Rd Winston Salem, NC 27106We Value DiversityAt 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, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.PDN-9752243a-d5c5-4d8d-81ce-8aa5a7460df5