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WELLS FARGO BANK
New York, NY | Full Time
$104k-140k (estimate)
4 Weeks Ago
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Wells Fargo
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B10 Wells Fargo Bank, N. A.
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B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
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B10 Wells Fargo Bank, N. A.
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B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$93k-132k (estimate)
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B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$93k-132k (estimate)
2 Months Ago
Wells Fargo
NEW YORK, NY | Full Time
$93k-132k (estimate)
3 Months Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$93k-132k (estimate)
4 Months Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$87k-124k (estimate)
1 Month Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$87k-124k (estimate)
1 Month Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$93k-132k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$93k-132k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$87k-124k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$87k-124k (estimate)
3 Weeks Ago
Wells Fargo
NEW YORK, NY | Full Time
$87k-124k (estimate)
1 Month Ago
B10 Wells Fargo Bank, N. A.
New York, NY | Full Time
$87k-124k (estimate)
1 Month Ago
Wells Fargo
NEW YORK, NY | Full Time
$87k-124k (estimate)
1 Month Ago
Wells Fargo
NEW YORK, NY | Full Time
$93k-132k (estimate)
2 Months Ago
Wells Fargo
NEW YORK, NY | Full Time
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Citi
NEW YORK, NY | Other
$112k-148k (estimate)
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Personal banker
WELLS FARGO BANK New York, NY
$104k-140k (estimate)
Full Time | Banking 4 Weeks Ago
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WELLS FARGO BANK is Hiring a Personal banker Near New York, NY

Why Wells Fargo :

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health.

We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.

S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

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 below

Required Qualifications :

6 months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, 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 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 complaints

Job Expectations :

  • Ability to work weekends and holidays as needed or scheduled
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position is not eligible for Visa sponsorship
  • Ability to travel 100% of the time within the district
  • This position may potentially rove between branches in a specific geography to provide support for locations where a banker or teller is out of the office or to temporarily cover vacancies.
  • In this role, the personal banker will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided).
  • 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

Posting Locations :

ARDSLEY-921 SAW MILL RIVER RDARDSLEYNY10502

CROSS COUNTY-5080 XAVIER DRYONKERSNY10704

EASTCHESTER-375 WHITE PLAINS RDEASTCHESTERNY10709

GETTY SQUARE-12 S BROADWAYYONKERSNY10701

HARTSDALE-401 N CENTRAL AVEHARTSDALENY10530

NORTH WHITE PLAINS-674 N BROADWAYWHITE PLAINSNY10603

ODELL-500 ODELL AVE YONKERSNY10703

RIVERDALE-N-Y3709 RIVERDALE AVEBRONXNY10463

SCARSDALE-24 CHASE RDSCARSDALENY10583

WHITE PLAINS-202- MAMARONECK AVEWHITE PLAINSNY10601

YONKERS CENTRAL PARK AVE-2290 CENTRAL PARK AVE YONKERSNY10710

Pay Range

$22.00 - $30.19

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date : 26 Mar 2024

26 Mar 2024

Job posting may come down early due to volume of applicants.

We Value Diversity

At 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Last updated : 2024-03-25

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$104k-140k (estimate)

POST DATE

03/27/2024

EXPIRATION DATE

03/27/2024

WEBSITE

wellbourne.com

HEADQUARTERS

Menlo Park, CA

SIZE

<25

INDUSTRY

Banking

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The job skills required for Personal banker include Products and Services, Customer Service, Financial Services, Customer Relationship, Building Relationships, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
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