Associate Personal Banker (safe) - Mount Vernon Plaza

Wells Fargo

Mount Vernon Plaza, US
Customer interaction experience
Proactive customer outreach
Basic account opening
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 is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division.
  • The SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including Loan Originator requirements under Regulation Z.

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 interaction experience
  • proactive customer outreach
  • basic account opening
  • service request completion
  • credit application submission
  • SAFE registration required

Nice-to-have

  • handling complex transactions
  • educating on mobile banking
  • fostering strong relationships
  • identifying potential fraud
  • team collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter