Personal Banker
As a SAFE certified personal banker at Wells Fargo I deliver exceptional customer experience, build relationships, and help consumer and small business customers succeed. Engaging customers in conversation and asking questions to understand what’s most important to them in order to provide products, services, and digital options that align with their needs and help make banking easier for them.
Responsibilities also include:
• Assisting customers with opening new accounts, completing service requests and submitting credit applications
• Helping to resolve concerns and escalate issues as needed
• Make introductions to other bankers and partners to help meet customers broader financial needs
• Informing customers of self-service digital options (as appropriate) to make banking easier for them
• Follows policies and procedures to minimize risk
• Maintaining a cash drawer, cash handling, and balancing and spends up to 30 percent of time as well as completing service related tasks when needed