Personal Banker Southern Shores

Wells Fargo

Southern Shores, NC, US
Not specified
Customer relationship management
Proactive customer outreach
Digital solutions promotion
Wells Fargo is seeking an Associate Personal Banker in Southern Shores, NC, to enhance customer relationships and promote financial products and services. The role involves proactive customer engagement, assisting with account openings, and ensuring compliance with regulatory requirements

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.
  • In this role, you will participate in delivering exceptional customer experiences by building relationships and proposing appropriate products, services, and digital solutions.
  • This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including meeting Loan Originator requirements.

Matching Summary

Match Score: 85

Wells Fargo is seeking an Associate Personal Banker in Southern Shores, NC, to enhance customer relationships and promote financial products and services. The role involves proactive customer engagement, assisting with account openings, and ensuring compliance with regulatory requirements.

Skills & Requirements

Must-have

  • customer relationship management
  • proactive customer outreach
  • digital solutions promotion
  • basic account opening
  • credit application submission

Nice-to-have

  • handling complex transactions
  • educating on mobile banking
  • fraud identification and prevention
  • team collaboration for customer needs
  • integrity and professionalism

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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