Greater San Francisco District | Personal Banker

Wells Fargo

San Francisco, California, USA
Base: $23.00 - $31.00; bonus/equity: incentive opp...
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.
  • Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
  • 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.

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.

Salary

Base: $23.00 - $31.00; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Customer service experience
  • Proactive customer outreach
  • Financial product knowledge
  • SAFE registration required
  • Mortgage Licensing Act compliance

Nice-to-have

  • Handling complex transactions
  • Educating customers on digital banking
  • Team collaboration
  • Fraud detection
  • Integrity and professionalism

Key Requirements

  • 6+ months of customer interaction experience
  • SAFE registration at time of employment
  • Loan Originator qualification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter