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Bilingual Roving Personal Banker
Wells Fargo. 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 .
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
Benefits
Comp & perks- Competitive salaries
- Generous benefits package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer service focusrelationship buildingteam collaborationproactive engagementintegrityprofessionalismproblem resolutioncommunicationjudgmentcustomer relationship management
Certifications
SAFE certification