Personal Banker Lakeland/winter Haven Area

Wells Fargo

Winter Haven, FL, US
Customer relationship management
Proactive customer outreach
Financial product sales
Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career beyond just a job

Job Summary

  • Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career beyond just a job.
  • This role involves delivering exceptional customer experiences by building relationships, proposing products, and assisting with basic banking requests.
  • The position requires SAFE registration and compliance with mortgage licensing act regulations, including meeting Loan Originator requirements.

Matching Summary

Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career beyond just a job.

Skills & Requirements

Must-have

  • customer relationship management
  • proactive customer outreach
  • financial product sales
  • basic account services
  • mortgage licensing act compliance

Nice-to-have

  • handling complex transactions
  • educating customers on technology
  • fraud detection and prevention
  • team collaboration
  • integrity and professionalism

Key Requirements

  • 6+ months customer interaction experience
  • SAFE registration required
  • Loan Originator qualification requirements
  • Acceptable background investigation results
  • Must meet credit report standards

Work Rights

Not specified

Tailored Resume

Cover Letter