Wells Fargo Bank

• Serves consumer and small business customers by proactively engaging customers to understand and help with their current and future financial needs
• Works with partners to deliver exceptional customer experience, acquire, deepen, and retain relationships, and help customers succeed financially
• Builds relationships with customers by asking questions to learn about their financial needs, understanding customers life events and goals; and share how Wells Fargo can help by following up through proactive outreach, and appointments
• Builds relationships with branch employees and partners by working together to best serve customers
• Grows a book of business through proactive outreach
• Conducts needs based conversations to identify credit, deposit and investment needs of customers
• Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Serves as a leader in managing risk; understanding and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.

Wells Fargo Bank

• Work in retail banking branches and assist customers with various banking or financial needs.
• Help customers open and manage their bank accounts and finances. Advise clients on financial services and resolve issues. Reach out to prospective customers to sell our services.
• Help clients from a planning stand point with their finances in regards to investments, estate planning, etc.
• Establish long term relationships with each client through follow up; while creating a book of business for the future through outbound leads, in-person interactions, and follow up calls.
• Help coach other team members to improve not on themselves but the branch in general as well.
• Lead other team members by example by ensuring each customer gets the right help every time.

Wells Fargo Bank

• Coordinate and supervise all aspects of teller operations within the branch ensuring the daily activities of the tellers are performed in a timely, accurate and courteous manner. Order and conduct cash management duties.
• Lead other team members by example by ensuring each customer gets the right help every time.
• Help coach other team members to improve not on themselves but the branch in general as well.

Wells Fargo Bank

• Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
• Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the Documents.

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