Personal Banker Boca Del Mar Branch

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 the career areas and business divisions at wellsfargojobs.com .
In This Role You Will

• Interact with customers to demonstrate care and build relationships
• Refer customers' financial needs to other bankers and partners as needed
• Receive direction from managers and exercise judgement within defined policies and procedures
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
• 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
• Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations
• Develop understanding of bank products and services to connect to customers' needs
• 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
• Provide appropriate options for bank products and services to customer

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working with others on a team to meet customer needs
• Experience proactively engaging with customers through outreach via phone or email
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Experience fostering and developing strong customer relationships
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to build strong relationships with internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Ability to follow policies, procedures, and regulations
• Ability to interact with integrity and professionalism with customers and team members
• Customer service focus with experience handling complex transactions across multiple systems
• 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

Job Expectations:

• Individuals 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
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
• Ability to work weekends and holidays as needed or scheduled
• This 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 position
• This position is not eligible for Visa sponsorship

Posting Location:

• Boca Del Mar Branch: 7009 Beracasa Way, Boca Raton, FL 33433

We Value Diversity
At 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, age, 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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Reference Number
R-277581