Personal Banker Menomonee Falls

Wells Fargo

Menomonee Falls, Wisconsin, United States
Not specified; not specified; competitive compensa...
6+ months customer interaction experience
Safe mortgage licensing act compliance
Loan originator regulation z requirements
Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products

Job Summary

  • Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products.
  • This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and ongoing regulatory screening for loan originator duties.
  • The role involves assisting customers with account openings, service requests, and credit applications while maintaining cash drawers and adhering to strict risk programs.

Matching Summary

Wells Fargo is seeking an Associate Personal Banker to deliver exceptional customer experiences by building relationships and proposing appropriate financial products.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 6+ months customer interaction experience
  • SAFE Mortgage Licensing Act compliance
  • Loan Originator Regulation Z requirements
  • Cash drawer handling and balancing
  • Proactive customer outreach capabilities

Nice-to-have

  • Experience with complex multi-system transactions
  • Ability to educate customers on mobile banking
  • Strong internal partnership building skills
  • Fraud detection and risk identification ability
  • Military experience in personnel or benefits

Key Requirements

  • 6+ months interacting with customers experience
  • SAFE registration at time of employment
  • Meeting Loan Originator qualification standards
  • Acceptable background investigation results
  • Credit report assessment for financial fitness

Work Rights

Not specified

Tailored Resume

Cover Letter