Personal Banker 1 (SAFE) W.S. East Wells Fargo Winston-Salem

Title Personal Banker 1 (safe) W.s. East
Date 19 November 2020
Company Wells Fargo
City Winston-Salem

Short Description :

Your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation If you are selected to move forward in the process, next steps for this job may include an online assessment and a video screen ,…

Full Description :

Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. Please make sure your profile includes a current email address that you check regularly (including your spam folder) as the invitations for these activities will be emailed to you. For internal candidates, you must apply via the Jobs site on Teamworks or Teamworks at Home and please ensure your profile lists a personal (external) email address as your primary email address so you can receive communications and complete these potential activities. Please refer to the Team Member Handbook for more information on the Internal Job Opportunities Process.

To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At , we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better . It all begins with outstanding talent. It all begins with you.

Consumer and Small Business Banking is at the center of our efforts to rebuild trust and transform the way we serve our customers and clients. The Consumer and Small Business Banking organization is focused on innovating and transforming our business with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose through a broad suite of financial products and services. While we are pleased to be an industry leader in many consumer and small business areas, including retail deposits, debit card transaction and purchase volume, and small business lending, our primary goal is delivering for our customers. Our market positions are an outcome of great work by employees who are committed to serving our customers.
As a personal banker at you will deliver exceptional customer experience, build relationships, and help consumer and small business customers succeed financially. You will engage customers in conversation and ask questions to understand what’s most important to them to allow you to provide product, service and digital options that align with their needs and help make banking easier for them.
Your responsibilities include:
  • Building relationships with customers through proactive outreach and follow up, asking questions and learning about their financial needs
  • Deep knowledge of bank products and services and connecting those to customer needs
  • Building relationships with branch team members and partners, allowing you to work together to best serve customers
  • Opening new accounts, completing service requests, and submitting credit applications
  • Inform customers of self-service digital options and demonstrate them to customers
  • Helping to resolve customer concerns and escalating issues as needed
  • Serving as a risk leader and following policies and procedures

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 below.

Please note: Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with .

Learn more about Who We Are. Copy and paste this video URL into a new browser tab to view:

Required Qualifications
  • 2+ year of experience interacting with people, demonstrated through work, military, or education

Desired 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 influence, educate, and connect customers to technology
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Ability to meet or exceed performance objectives
  • Ability to interact with integrity and professionalism with customers and team members
  • 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 and customers
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • 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

Other Desired Qualifications
  • Multilingual speakers are encouraged to apply

Job Expectations
  • Ability to work weekends and holidays as needed or scheduled
  • This position requires SAFE registration at the time of employment. will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) 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 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.

Street Address

NC-Winston Salem: 701 N Martin Luther King Jr DrWinston Salem, NC

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