Wells Fargo is seeking an Associate Personal Banker for their Flower Mound, TX location, where the candidate will focus on delivering exceptional customer service and building relationships through proactive outreach. The role involves assisting customers with account openings and service requests while ensuring compliance with regulatory requirements
Job Summary
At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.
In this role you will 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 requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, with ongoing employment contingent upon meeting all such requirements.
Matching Summary
Match Score: 85
Wells Fargo is seeking an Associate Personal Banker for their Flower Mound, TX location, where the candidate will focus on delivering exceptional customer service and building relationships through proactive outreach. The role involves assisting customers with account openings and service requests while ensuring compliance with regulatory requirements.
Skills & Requirements
Must-have
Customer interaction experience
Knowledge of bank products and services
Cash handling and balancing
Compliance with SAFE Mortgage Licensing Act
Ability to follow policies and regulations
Customer relationship building
Proactive customer outreach
Nice-to-have
Experience with complex transactions
Team collaboration skills
Ability to educate customers on technology
Military experience with protocol and personnel management
Fraud and risk identification skills
Professional integrity and communication
Conflict resolution and escalation
Key Requirements
6+ months customer interaction experience
SAFE registration required at employment start
Compliance with Loan Originator requirements under Regulation Z