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Wells Fargo

Nationwide banking and financial services

Associate Roving Personal Banker

Retail & Commercial BankingPosted on Nov 12
Full-time

About the Job

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must comply with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations; ongoing employment is contingent on meeting applicable requirements and acceptable background investigation results.
  • Must meet Loan Originator requirements under Regulation Z and Consumer Financial Protection Bureau qualification requirements, including applicable financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory screening standards.
  • Must be able to travel 100% of the time within the district and commute to assigned locations for the duration of each branch assignment.
  • Must be able to work weekends and holidays as needed or scheduled.
  • This position is not eligible for visa sponsorship.
  • Must complete SAFE registration at the time of employment.

Responsibilities

  • Provide support across branch locations within the district when a banker or teller is out of the office or to temporarily cover vacancies.
  • Adapt to changing priorities and new surroundings while meeting customer needs.
  • Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications.
  • Exercise judgment within defined policies and procedures while receiving direction from managers.
  • Develop understanding of bank products and services to connect them to customer needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
  • Fulfill applicable risk-program, policy, procedure, compliance, monitoring, governance, escalation, and remediation obligations; make sound risk decisions consistent with the business unit's risk appetite.

Desired Qualifications

  • Handle complex customer transactions across multiple systems.
  • Proactively engage customers through outreach by phone or email.
  • Educate customers about technology and communicate the value of mobile banking options.
  • Help customers succeed financially by introducing them to additional team members when appropriate.
  • Work with others on a team to meet customer needs.
  • Foster and develop strong customer relationships.
  • Build strong relationships with internal partners.
  • Follow policies, procedures, and regulations.
  • Identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Interact with integrity and professionalism with customers and team members.
  • Relevant military experience working with military protocol and instructions, enlisted evaluations, or officer and leadership reporting.
  • Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proactively source, acquire, build, and maintain relationships with customers and colleagues.
  • Support customers and employees in resolving or escalating concerns or complaints.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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