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The role highlights customer service behaviors, trust-building through efficient and accurate interactions, and resolving complaints with empathy and ownership in compliance with company policies. 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Successful bankers demonstrate a genuine interest in their customers and ask questions to understand what’s important to them and how Wells Fargo can help meet their financial needs. Personal bankers develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. Personal Banker 1s (PB1s) are able to present options to customers about ways to make their banking easy and convenient, ensuring the needs of the customer always come first. PB1s (Registered) are required to maintain Financial Industry Regulatory Authority (FINRA) Series registration and state insurance license(s) for ongoing employment in this position.\u003Cbr>How a Personal Banker helps customers succeed financially |\n\nPut customers at the center of everything you do:  \n• Display a friendly, positive attitude toward serving customers and possess strong customer service skills  \n• Build relationships with customers that go beyond one interaction, focusing on maintaining a long-term relationship with each customer  \n• Engage customers in meaningful financial conversations that include understanding what’s important to them  \n• Inform customers of appropriate options available to help them achieve their financial goals  \n• Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships  \nEarn the customers’ trust:  \n• Demonstrate awareness and respect for customers’ time by ensuring all interactions are efficient and accurate  \n• Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect customers  \nResolve customers’ complaints and concerns:  \n• Listen carefully to customers and demonstrate empathy for the customers’ situation  \n• Take ownership of the issue and follow up to ensure the issue is resolved  \n• Complete problem resolution steps in compliance with Wells Fargo Complaints Management policies  \nPossess strong character and values:  \n• Follow Wells Fargo Code of Ethics and Sales Integrity policy  \n• Exhibit a high degree of integrity, trustworthiness and professionalism at all times  \n• Manage risk by maintaining appropriate controls to ensure operational integrity and compliance with applicable regulations, policy requirements and audit procedures  \nEmbrace the opportunity to learn:  \n• Learn the benefits, costs, and value of products and services that can help meet customer needs  \n• Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team members  \nWork effectively with a diverse team:  \n• Lead by example to create an inclusive and professional environment where all team members are respected and diversity is valued  \n• Demonstrate genuine care for every team member, taking the initiative to assist others  \n• Participate in meetings and share ideas to help achieve team objectives  \nOur next big investment is in you. At Wells Fargo, we value and support our people as a competitive advantage. We work to attract, develop, engage and retain team members who reflect the diversity of the customers and communities we serve. We say “team members”, not “employees”, because our people are a treasured resource to be invested in, not expenses to be managed – and because teamwork is essential to our success in helping customers.  \nAt Wells Fargo, each person is valued for individual skills and talents, has the opportunity to fulfill personal ambitions, and contributes to the success of the company. That’s why, in addition to ongoing","cbCaigLEV5Fooswn","https://ap.wps.com/l/cbCaigLEV5Fooswn","pdf",360181,"English","# What a Personal Banker 1 (Registered) does\n## Customer success expectations\n## Required licensing and compliance\n## Wells Fargo about us\n## Investment and insurance product notice","[{\"question\":\"What does a Personal Banker 1 (Registered) do at Wells Fargo?\",\"answer\":\"They build lifelong relationships by understanding customer priorities, presenting convenient banking options, and connecting customers with specialists when specific needs arise.\"},{\"question\":\"How does the role support customers financially?\",\"answer\":\"It focuses on putting customers at the center, having meaningful financial conversations, informing customers of appropriate options, and proactively following up on commitments and satisfaction.\"},{\"question\":\"What compliance and licensing requirements apply to this position?\",\"answer\":\"Personal Banker 1s (Registered) must maintain FINRA Series registration and required state insurance license(s) for ongoing employment, and follow relevant policies for risk, fraud prevention, and complaint resolution.\"}]","Job overview - Personal Banker 1 (Registered) | PDF",1789325830]