Wells Fargo

Branch Operations Associate Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Anchorage • Alaska • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers

Requirements

  • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents)
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience assessing customer needs and recommending products/services to fulfill those needs
Benefits
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance
  • well-being programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer serviceissue resolutionrelationship managementtransaction handlingfinancial product knowledgebusiness process management
Soft Skills
communicationinterpersonal skillsmotivationteam collaborationproblem-solving
Certifications
FINRA Series 6FINRA Series 63State Insurance license