- Banking Associate La Mirada
- Wells Fargo in La Mirada, CA, United States
- jobs
- 1 month ago
jobs description
Job Summary of Banking Associate:
The Consumer, Small & Business Banking division of Wells Fargo is seeking to fill the position of Associate Personal Banker (SAFE) within their National Branch Network. Successful candidates will use proactive measures to build meaningful relationships with customers and recommend products, services, and digital solutions to help them find financial success.
Job Duties and Responsibilities of Banking Associate:
• Generate an outstanding customer experience by reaching out proactively and cultivating relationships
• Attend to customers requiring assistance to start new accounts, execute service demands, and apply for credit
• By understanding customers' banking needs, the bank can offer them personalized recommendations, such as savings accounts with better interest rates, credit cards with lower interest rates, or loans with flexible repayment options
• Building rapport with customers is crucial in showcasing your commitment to their satisfaction and demonstrating your personalized attention
• When it comes to choosing the right bank products and services, there are numerous options available to customers. Some of the most popular bank products include checking and savings accounts, credit cards, loans, and investments. Depending on their specific needs, customers can choose from a wide range of accounts to find the one that suits them best
• Direct customers' financial necessities to other bank colleagues and partners if necessary
• Observe managerial directives and use your own judgement to operate within prescribed rules and regulations
• This particular job role involves engaging with customers for various purposes, such as negotiating payment details or receiving applications for property-focused transactions, and is subject to regulatory requirements as stipulated by the S.A.F.E. Mortgage Licensing Act of 2008
Qualifications and Experience of Banking Associate:
• A minimum of six months worth of successful interactions with customers, or the ability to show equivalent experience acquired through past work or educational undertakings
• The key priority for this position is to provide customer satisfaction by efficiently navigating complicated transactions with ease through different systems
• Engaging with customers through proactive outreach via phone or email is an excellent way to establish long-term relationships and increase customer satisfaction
• Capability to teach and link customers with technology while highlighting the significance of using mobile banking services
• The ability to assist clients in achieving their financial goals by introducing them to appropriate staff members
• Through working with a team, I have learned that each member has strengths that can be utilized to meet customer demands
• My experience in fostering and developing strong customer relationships has taught me the importance of proactive communication and always leveraging a customer-centric approach
• The capacity to cultivate strong working relationships with internal stakeholders is a critical factor in fostering cooperation and teamwork
• The ability to adhere to policies, procedures, and regulations is an essential trait for achieving success and maintaining professionalism in the workplace
• The capacity to distinguish potential high-risk accounts and apply suitable actions to mitigate potential financial harm
• One's capability to communicate with integrity and professionalism when dealing with both customers and team members is an important trait to have
• As a professional in the military, I have had the opportunity to work with enlisted evaluations, and have gained a thorough understanding of the standards and measurement criteria for both enlisted and officer personnel
• Relevant military responsibilities can include managing benefits for personnel, issuing orders and overseeing personnel transitions, maintaining wartime readiness protocols, handling human resources matters, or recruiting suitable military candidates
• Experienced in proactively seeking, securing, creating, and preserving relationships with customers and coworkers
• It is important to support both customers and employees by addressing their concerns or complaints and guiding them through the resolution process
Benefits of Banking Associate:
• Competitive salary
• Robust benefits package
• Work-life balance and well-being programs comprise various offerings from flexible working hours and telecommuting options, to wellness benefits like gym memberships and subsidized healthcare plans
• Providing recognition and rewards to those who invest in their community can serve as a powerful motivator to encourage further participation and investment
• Career development opportunities are plentiful for those who seek them out, whether through additional training, job rotation, or simply taking on new challenges in their current role
Salary:
Compensation will be based on your competitive skills and experience.
About Wells Fargo:
At Wells Fargo, we are dedicated to creating an inclusive, supportive and holistic work culture that goes beyond just professional development. This means ensuring our employees receive competitive pay, a comprehensive benefits package and tools to maintain a healthy work-life balance.
La Mirada CA United States