Anthony Root Email & Phone Number

Pleasanton, California, United States

Personal bankers at Wells Fargo put customers at the center of everything they do as they spend the majority of their time supporting walk-in customers by assessing their needs, completing account openings, account transactions and servicing/cash handling activities. They may also conduct some proactive outreach for customers in the branch books of business. Personal bankers deliver exceptional customer experience, buildrelationships, and help mass consumer and small business customers succeed financially. They engage customers in conversation and ask questions to understand what’s most important to them to present the appropriate products, services, and mobile options that align with their needs to allow for informed choices and help make banking easier for them.

San Lorenzo, California, United States

A Customer Sales & Service Representative (CSSR) spends almost all of their time working with Wells Fargo’s most important asset, the customer. CSSRs are able to handle a variety of tasks including providing excellent customer service in all customer interactions, they help resolve customer concerns, and they may process account transactions. Successful CSSRs demonstrate a genuine interest in their customers and ask questions to understand what’s important to them and how Wells Fargo can meet their financial needs. CSSRs develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. CSSRs are able to present options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customer always come first.

Hayward, California, United States

Tellers are the first point of contact for customers and their connection to many transactions that they can initiate while visiting the branch. They must be able to adapt to customer needs, complete service transactions, and refer customers to another branch employee for additional support when needed. They provide exceptional customer service while having conversations and building relationships. Tellers communicate with all types of customers and work as part of a team to help customers succeed financially. Some of the job responsibilities include providing primary customer care for customers at the teller line, processing transactions for customers, maintaining a cash drawer (including cash handling and balancing), and conducting basic services and account maintenance for customers.

Union City, California, United States