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Personal Banker - Middleburg

Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, 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 S.A.F.E. 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 belowRequired Qualifications:• 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 complaintsJob Expectations:• Ability to work a schedule that may include most Saturdays• 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 sponsorshipPosting Location(s):• 2465 Blanding BlvdMIDDLEBURG, FL 32068Posting End Date:24 Dec 2024• Job posting may come down early due to volume of applicants.We Value DiversityAt 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.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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What You Should Know About Personal Banker - Middleburg, Wells Fargo

Join Wells Fargo in Middleburg as a Personal Banker and take your career to new heights! In this dynamic role, you will be at the forefront of delivering exceptional customer service while helping clients navigate their financial journeys. As a Personal Banker, you’ll engage with customers through proactive outreach, building meaningful relationships and connecting them with the appropriate banking products and services. Your day-to-day will involve assisting customers with account openings, service requests, and loan applications, all while demonstrating care and professionalism. With a strong emphasis on community and personal growth, Wells Fargo fosters an environment where you can thrive both personally and professionally. You'll also have the chance to work closely with team members to ensure all customer needs are met. Imagine being part of a company that's recognized as one of the best workplaces in America for career growth! You'll receive competitive pay, a robust benefits package, and support for a balanced lifestyle. Whether you're answering questions about mobile banking options or connecting customers to our expert teams, your contributions will help clients succeed financially. If you’re passionate about providing top-notch service and eager to learn within the banking industry, the Personal Banker position at Wells Fargo is the perfect opportunity for you. Come thrive with us in Middleburg, where your career aspirations can take flight!

Frequently Asked Questions (FAQs) for Personal Banker - Middleburg Role at Wells Fargo
What are the primary responsibilities of a Personal Banker at Wells Fargo?

As a Personal Banker at Wells Fargo, your primary responsibilities include engaging with customers to understand their financial needs, assisting them with account openings, service requests, and loan applications. You will provide information about banking products and services while nurturing ongoing relationships with clients. This role emphasizes proactive outreach to help customers achieve their financial goals.

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What qualifications does Wells Fargo require for the Personal Banker position?

To qualify for the Personal Banker position at Wells Fargo, candidates must have at least 6 months of customer interaction experience. This can include work experience, military service, or education. Additionally, strong communication skills and the ability to foster customer relationships are highly desired, along with a customer service focus to handle complex transactions effectively.

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How does Wells Fargo support Personal Bankers in their career development?

Wells Fargo is committed to employee growth and development. As a Personal Banker, you will benefit from a robust training program that covers bank products, customer service strategies, and compliance requirements. Furthermore, the company offers numerous pathways for career advancement and ongoing support for personal development to help you achieve your career aspirations.

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What is the work schedule like for a Personal Banker at Wells Fargo?

The work schedule for a Personal Banker at Wells Fargo may include most Saturdays and requires flexibility to meet customer needs. This role encompasses a mix of customer service and administrative tasks, including maintaining a cash drawer and completing service-related tasks as needed. We strive to provide a work-life balance within our scheduling.

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Is this Personal Banker position at Wells Fargo eligible for Visa sponsorship?

Unfortunately, the Personal Banker position at Wells Fargo is not eligible for Visa sponsorship. Candidates must have the right to work in the U.S. without sponsorship. We encourage all qualified candidates with applicable experience to apply to be part of our dynamic team.

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Common Interview Questions for Personal Banker - Middleburg
Can you describe your experience in customer service as a Personal Banker?

When answering this question, highlight specific instances where you successfully assisted customers with their banking needs. Describe your approach to building relationships and addressing complex issues, and give examples of how you went above and beyond to ensure customer satisfaction.

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How do you handle difficult customer situations?

Share a structured approach to resolving customer issues, including listening to the customer's concerns, empathizing with their situation, and providing a clear solution. It's beneficial to include a specific example that illustrates your problem-solving skills and ability to maintain a professional demeanor.

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What strategies do you use to identify customer needs?

Discuss your methods for engaging customers, such as active listening and asking open-ended questions. Explain how these strategies help you determine the right services or products that meet the financial goals of customers, and share an example of a successful interaction.

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Describe a time when you had to collaborate with a team to meet a customer's needs.

Provide an example that showcases your teamwork abilities, focusing on how you communicated with colleagues and collaborated to address a customer’s issue. Highlight the positive outcome that resulted from this collaboration to emphasize your commitment to customer satisfaction.

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How do you stay informed about banking products and services?

Let the interviewer know about your proactive approach to learning by discussing the resources and activities you use to stay updated on banking products, such as attending training sessions and reading financial publications. Mention how this knowledge allows you to serve customers more effectively.

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What is your approach to promoting digital banking solutions to customers?

You can explain your strategies for educating customers about digital banking options, focusing on benefits such as convenience and security. Share a previous experience where you successfully encouraged a customer to utilize these tools, showcasing your ability to make banking accessible.

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How would you ensure regulatory compliance in your role?

Discuss your understanding of banking regulations and the importance of compliance in maintaining customer trust and the bank’s integrity. You might mention specific policies you would follow and practices you’d implement to ensure compliance in your daily activities.

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Can you explain the importance of community involvement for a Personal Banker at Wells Fargo?

Emphasize how community involvement enhances customer relations and company reputation. Explain your belief that actively participating in the community allows you to better understand customer needs and build deeper relationships, which ultimately leads to business growth.

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What motivates you to work in banking, particularly in a customer-facing role?

Share your passion for helping individuals achieve their financial goals and how the personal connections made through customer interactions inspire you. Discuss your desire for continuous learning and growth within the banking industry as a motivating factor.

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How do you manage your time effectively while handling multiple customer requests?

Provide insight into your time management strategies, including prioritizing tasks and maintaining an organized workflow. Share examples where your effective time management led to improved service delivery and customer satisfaction, showcasing your ability to work efficiently under pressure.

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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S. Wells Fargo is No. 47 on Fortu...

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Full-time, on-site
DATE POSTED
December 21, 2024

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