drive-thru, through email or written communication, and/or over the phone · Assist with balancing discrepancies amongst Universal Banker Is · Assist Branch Supervisor in maintaining vault cash, reports, and drawers · Balance and service ATM (if applicable) · Service Night Depository (if applicable) · Ensure cash shipments and orders are placed on time · Ensure teller line has adequate coverage, especially during short-staffed periods (lunch, vacation, unexpected absences, etc.
) · Assist with training/cross-training of Universal Banker I · Assist Branch Supervisor in overseeing monthly branch audit schedule · Accept checks and cash for deposit or withdrawal on savings and checking accounts
· Receive and accurately process payments for loans · Transfer requested amounts between customer accounts · Place holds on accounts according to the First Carolina Bank Teller Policy · Process Cashier's Checks, Stop Payments, and Wires as requested by customer · Accurately balance cash drawer at end of day · Answer customer questions and inquiries · Perform maintenance on accounts upon customer request · Enter credit card applications into CUE · Enter merchant service referrals through the Axiom portal · Verify customer documentation is completed accurately and sent to the appropriate department for processing · Explain and promote bank products and services to customers · Make customer referrals
to Universal Banker III and gather requested documentation · Set up and service existing and new online banking customers · Sort incoming mail and process outgoing mail · Assist other Universal Bankers, Branch Supervisor, Senior Banking Officer, Market Executive/President, and Loan Officers as needed · Assist with other duties as assigned by senior management Authority, Impact, Risk: · Official Check Authority · Wire Signing Authority · Check Cashing Authority · Comply with all requirements, policies, and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position · Complete all required compliance and regulatory training, not limited to BSA · Building an understanding of the Silverlake system including online banking platform Key Relationships: · Close partnership with Universal Banker IIIs, Branch Supervisor, Senior Banking Officer, and Market Executive/President · Partnership with Managing Director - Retail Delivery, Product Management, & Marketing, Retail Operations Manager, and Retail Operations Specialist · Routine interaction with other department heads across Operations, IT, Risk, Compliance, Legal, and Sales · Strong customer interaction Managerial Accountability: · Supervise Universal Banker Is if Branch Supervisor is unavailable Working Conditions: · Ability to work in fast paced environment · Excellent verbal and written communication skills · Ability to work under tight deadlines · Ability to operate information terminal and other standard office equipment · Ability to foster a positive work environment · Limited Travel Time Allocation: · Customer Transactions……………………………35% · Assist with teller duties & balancing……….30% · Maintenance to Accounts………………….….25% · Verifying and Scanning Documentation….10% Job Specifications: Position adheres to confidentiality policy, code of ethics and knowledge of Bank Secrecy Act and best practices and other pertinent Regulatory laws and regulations.
Required: · High School Diploma or equivalent · At least 2 years of banking experience · Relevant computer skills Preferred: · Some college · JHA Silverlake experience Risk Management Requirements: Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines. Understands and adheres to Anti-Money Laundering, Bank Secrecy Act, and Compliance with the USA PATRIOT Act policies and procedures applicable to position, completing any supporting requirements within defined timeframes.
Acts within authorized limits and delegated authorities and role applicable policies and procedures. Follows processes and controls to protect shareholder interests. Mitigates risk to the bank and customers by following all applicable security procedures. Equal Opportunity Employer including Veterans/Disabilities
work-life balance and the mental, financial, and physical health of our employees. We're proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division.
Learn more about the career areas and business divisions at. 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 SAFE 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, and/or 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 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 backss 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 : 2910 Sunset Ave Rocky Mount, NC 27804 Posting End Date: 1 Jan 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, interactionual 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, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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. PDN-9a46bb48-0ccb-417d-9a73-6f520aac81a1
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