Personal Banker Metro Philadelphia

Wells Fargo

Philadelphia, PA, US
Customer service experience
Proactive customer outreach
Financial product knowledge
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

Job Summary

  • 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.
  • 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.
  • Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Matching Summary

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.

Skills & Requirements

Must-have

  • Customer service experience
  • Proactive customer outreach
  • Financial product knowledge
  • SAFE registration required
  • Loan originator requirements

Nice-to-have

  • Handle complex transactions
  • Educate on mobile banking
  • Team collaboration
  • Develop strong relationships
  • Identify potential fraud

Key Requirements

  • 6+ months customer interaction experience
  • Bilingual Spanish/English proficiency
  • Must pass language assessment
  • Must pass SAFE registration
  • Meet Loan Originator requirements

Work Rights

Not specified

Tailored Resume

Cover Letter