Client Relationship Consultant 1-4, Banker
U.S. Bank
Associate Personal Banker, Bilingual Spanish
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions.
- 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 and provide appropriate options for bank products and services.
- Refer customers' financial needs to other bankers and partners as needed.
- SAFE position duties may include offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
- Maintain cash drawer, cash handling and balancing; complete service-related tasks as needed.
- Support customers and employees in resolving or escalating concerns or complaints.
Requirements
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.
- Bilingual speaking and listening proficiency in Spanish/English.
- Must take and pass required language assessment.
- SAFE registration required at time of employment; Wells Fargo will initiate SAFE registration immediately after employment start date (NMLS MU4R questions and registration required).
- Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including financial responsibility, character, general financial fitness and criminal background standards; a current credit report will be used.
- Ongoing employment contingent upon meeting S.A.F.E. Mortgage Licensing Act requirements and acceptable background investigation results.
- Ability to work a schedule that may include most Saturdays.
- Maintains cash drawer, cash handling and balancing; spends time completing service-related tasks as needed.
- This position is not eligible for Visa sponsorship.
- 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.
- Desired: Customer service focus with experience handling complex transactions across multiple systems.
- Desired: Experience proactively engaging with customers through outreach via phone or email.
- Desired: Ability to educate and connect customer to technology and share the value of mobile banking options.
- Desired: Experience working with others on a team to meet customer needs and build strong internal partner relationships.
- Desired: Relevant military experience (personnel benefits management, processing military personnel orders/transitions, wartime readiness operations, HR or military recruiting).
- Desired: Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Benefits
- Robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being.
- Living the Well Life support (support in life, not just work).
- Programs designed to help you find work-life balance and well-being.
- Recognition for community involvement and career growth (e.g., LinkedIn Top Companies recognition).
- Accommodation for applicants with disabilities available upon request.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash handlingbalancing cash drawercustomer servicecredit applicationsbank productsdigital solutionsSAFE registrationloan originationfraud detectionfinancial responsibility
Soft skills
relationship buildingproactive outreachintegrityprofessionalismcommunicationteam collaborationproblem resolutioncustomer engagementjudgmentadaptability
Certifications
SAFE registrationNMLS MU4R
