Personal Banker Radio Road

Wells Fargo

Naples, FL, US
Fully onsite
Customer relationship building
Proactive customer outreach
Financial product sales
Wells Fargo is seeking an Associate Personal Banker to enhance customer relationships and provide tailored financial solutions in Naples, FL. The role emphasizes exceptional customer service, compliance with regulatory standards, and the development of strong internal and external relationships

Job Summary

  • Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.
  • This Associate Personal Banker role involves delivering exceptional customer experiences by building relationships, proposing appropriate products and services, and assisting with account openings and service requests.
  • This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements under Regulation Z, including background investigation and credit report review.

Matching Summary

Match Score: 85

Wells Fargo is seeking an Associate Personal Banker to enhance customer relationships and provide tailored financial solutions in Naples, FL. The role emphasizes exceptional customer service, compliance with regulatory standards, and the development of strong internal and external relationships.

Skills & Requirements

Must-have

  • customer relationship building
  • proactive customer outreach
  • financial product sales
  • digital solutions promotion
  • basic account requests
  • credit application submission

Nice-to-have

  • handling complex transactions
  • mobile banking value education
  • fraud/risky account identification
  • integrity and professionalism
  • team collaboration

Key Requirements

  • 6+ months customer interaction experience
  • SAFE registration required
  • Loan Originator (LO) qualification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter