Personal Banker Burleson John Jones
Core
Associate Personal Banker delivering exceptional customer experience by building relationships, proposing financial products, and assisting with account openings and credit applications.
Role type
Associate Personal Banker (SAFE)
Builds
Consumer banking products and mortgage loan applications
Domain
Financial Services / Consumer Banking
Deliverable
product features
Required skills
customer relationship building, basic account opening, credit application processing, regulatory compliance (SAFE/LO), cash handling, fraud identification
Preferred skills
proactive customer outreach, mobile banking education, team collaboration, policy adherence, military experience
Technologies
Wells Fargo internal banking systems, NMLS
Responsibilities
Participate in delivery of exceptional customer experience by building relationships through proactive outreach, Assist customers with basic requests related to opening new accounts 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
Seniority
Entry-level / Associate