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My current job as a personal banker at Wells Fargo includes various types of office work. As part of my regular duties, I communicate with clients through telephone and e-mail, record information provided by clients, and assist them in managing their finances. I also schedule in-person meetings with clients when there is a need to discuss specific issues face-to-face. In general, duties require me to use a computer throughout the day and have good knowledge of various software needed to input and process information. In the absence of managers, I also take on most of their duties, which include scheduling, planning, overseeing teamwork, and leading team members. About making travel arrangements and expense claims, Wells Fargo has a strictly internal process for business travels, and I have learned to comply with it while planning my trips or those of my managers. Consequently, I understand all the documentation requirements involved and can follow them successfully to avoid mishaps and inconsistencies.
Privacy and confidentiality of information are essential while providing services to clients. For this reason, banks such as Wells Fargo have developed privacy policies to handle the confidential information of their clients (Wells Fargo, 2018). Throughout my years of work, I have been taking the steps necessary to ensure full compliance with this policy. Still, there were some situations when clients asked me to share confidential information despite the rules. For instance, one of my long-term clients once asked me to provide him with information about his wife’s expenses, although they held separate accounts. I refused to do so, and I believe it was the right decision because I managed to protect my client’s privacy and did not breach the internal policy for handling confidential information.
Reference
Wells Fargo. (2018). Wells Fargo U.S. consumer privacy notice.
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