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Associate Personal Banker (SAFE) - Orchards - Walnut Creek, CA
Associate Personal Banker (SAFE) - Orchards - Walnut Creek, CA-November 2024
Walnut Creek
Nov 2, 2024
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
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About Associate Personal Banker (SAFE) - Orchards - Walnut Creek, CA

  Why Wells Fargo:

  Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

  About this role:

  Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com .

  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

  Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

  Receive direction from managers and exercise judgement within defined policies and procedures

  Develop understanding of bank products and services to connect to customers' needs

  Interact with customers to demonstrate care and build relationships

  Provide appropriate options for bank products and services to customer

  Refer customers' financial needs to other bankers and partners as needed

  This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

  As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations

  Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

  Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

  Required Qualifications, US:

  6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:

  Customer service focus with experience handling complex transactions across multiple systems

  Experience proactively engaging with customers through outreach via phone or email

  Ability to educate and connect customer to technology and share the value of mobile banking options

  Ability to help customers succeed financially by offering introductions to additional team members as appropriate

  Experience working with others on a team to meet customer needs

  Experience fostering and developing strong customer relationships

  Ability to build strong relationships with internal partners

  Ability to follow policies, procedures, and regulations

  Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  Ability to interact with integrity and professionalism with customers and team members

  Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

  Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  Support customers and employees in resolving or escalating concerns or complaints

  Job Expectations:

  Ability to work weekends and holidays as needed or scheduled

  Must take and pass required language assessment (remove if not needed)

  Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

  This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position

  Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  This position is not eligible for Visa sponsorship

  Posting Location:

  2880 Ygnacio Valley Road Walnut Creek, CA 94598Pay Range:

  Walnut Creek, California - Pay Range: $22.00 - 30.19/hourlyPay Range

  $22.00 - $30.19

  Benefits

  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. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  401(k) Plan

  Paid Time Off

  Parental Leave

  Critical Caregiving Leave

  Discounts and Savings

  Health Benefits

  Commuter Benefits

  Tuition Reimbursement

  Scholarships for dependent children

  Adoption Reimbursement

  Posting End Date:

  31 Jan 2024

  * Job posting may come down early due to volume of applicants.

  We Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

  Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

  Applicants with Disabilities

  To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

  Drug and Alcohol Policy

  Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  Company: WELLS FARGO BANK

  Req Number: R-332825

  Updated: Wed Jan 17 00:00:00 UTC 2024

  Location: WALNUT CREEK,California

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