Personal Banker El Paseo Client Management Recruitment 2025 BIRMINGHAM

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Personal Banker El Paseo Client Management Recruitment 2025 BIRMINGHAM

Regarding this position:

As part of the Consumer, Small & Business Banking division, Wells Fargo is looking for an Associate Personal Banker (SAFE) for our National Branch Network. Visit wellsfargojobs.com to find out more about the business divisions and career categories.

In this position, you will:

• Engage in providing outstanding customer service by establishing connections through proactive outreach and suggesting suitable goods, services, and digital solutions to support clients’ financial success.
• Help clients with simple inquiries about filing credit applications, starting new accounts, and fulfilling service requests.
• Follow managers’ instructions and use your discretion while adhering to established norms and procedures.
• Gain knowledge of bank services and products to better understand the demands of your clients.
• Engage with clients to show concern and establish rapport.
• Give customers the right choices for bank goods and services.
• When necessary, refer clients’ financial needs to other lenders and partners.
• In addition to dealing with customers, this SAFE position may involve accepting applications for a secured home transaction and/or offering and negotiating terms. Therefore, adherence to the S.A.F.E. Mortgage Licensing Act of 2008 and all associated rules is necessary for this position. Continued employment is subject to fulfilling all of these conditions, including satisfactory background check findings. The standards for Loan Originators under Regulation Z (LO), which are detailed in the employment expectations below, must also be met by those in SAFE positions.

Essential Requirements:

• Experience dealing with clients for at least six months, or an equivalent, as shown by one or more of the following: education, training, military experience, and work experience.

Desired Credentials:

• 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

Expectations for the job:

• Capacity to adhere to a program that might involve regular Saturdays
• keeps track of the cash drawer, handles and balances the cash, and dedicates time to service-related activities as required.
• 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 sponsorship

Posting Location(s):

• VESTAVIA – 641 Montgomery Hwy – Vestavia Hills – AL – 35216
• SUMMIT – 301 Summit Blvd – Birmingham – AL – 35243
• RIVERCHASE – 3089 Hwy 150 – Birmingham – AL – 35244
• OAK MOUNTAIN – 2261 Hwy 31 S – Pelham – AL – 35124
• COLONIAL PROMENADE – 500 Colonial Promenade Pkwy – Alabaster – AL – 35007
• MOUNTAIN BROOK – 2843 Cahaba Rd – Mountain Brook – AL – 35223
• HOOVER – 1600 Montgomery Hwy – Hoover – AL – 35216
• GREENSPRINGS -325 W Valley Ave – Birmingham – AL – 35209
• HARBERT PLAZA – 1901 6th Ave N – Birmingham – AL – 35203
• UAB – 316 18th St S – Birmingham – AL – 35233
• BROOK HIGHLAND – 5376 Hwy 280 – Birmingham – AL – 35242
• TRACE CROSSING – 2527 John Hawkins Pkwy – Hoover – AL – 35244

Date of Posting End: August 15, 2025 the number of candidates may cause the job ad to expire early.

Equal opportunity is important to us.

An equal opportunity employer is Wells Fargo. Regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected trait, all eligible candidates will be given consideration for employment for Sarkari job.

Employees back our emphasis on developing solid customer relationships while maintaining a strong risk-reduction and compliance-driven culture, which firmly defines those standards as essential to our clients’ and business’s success.

They are responsible for carrying out all relevant risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes making wise risk decisions, timely and efficient escalation and remediation of issues, appropriately fulfilling risk and compliance obligations, and effectively following and adhering to applicable Wells Fargo policies and procedures.

The focus is on proactive monitoring, governance, risk identification and escalation, and making prudent risk decisions that align with the risk appetite of the business unit and all requirements of the risk and compliance program.

Applicants for positions advertised in Canada: All eligible individuals, including women, people with disabilities, Aboriginal peoples, and visible minorities, are encouraged to apply for jobs. During the hiring process, accommodations for candidates with disabilities are offered upon request.

Applicants with Disabilities

Go to Wells Fargo’s Disability Inclusion page to request a medical accommodation during the application or interview process.

Drug and Alcohol Policy

Drugs are not allowed at Wells Fargo. For further information, please refer to our Drug and Alcohol Policy.

Wells Fargo Recruitment and Hiring Requirements:

• It is forbidden to videotape third parties unless Wells Fargo has given permission.
• During the hiring and recruitment process, Wells Fargo requires you to speak freely about your personal experiences.