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Roving Personal Banker-downtown Oc District

4 months ago


Santa Ana, United States Wells Fargo Full time

**Why Wells Fargo**:
**About this role**:
**In this role you will**:

- Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
- Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
- 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
- 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

**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, education

**Desired Qualifications**:

- Customer service focus with experience handling complex transactions across multiple systems
- 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 travel 100% of the time within the district
- Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
- 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 is not eligible for Visa sponsorship

**Posting Location(s)**:

- 5625 E. Santa Ana Canyon Rd, Anaheim CA 92807
- 2099 S. State College Blvd, Anaheim CA 92806
- 8540 E. Chapman Ave, Orange CA 92869
- 1801 E. 17th St, Santa Ana CA 92705
- 3325 E. Chapman Ave, Orange CA 92869
- 10060 Slater Ave, Fountain Valley CA 92708
- 3764 W. McFadden Ave, Santa Ana CA 92704
- 2700 N. Main St, Santa Ana CA 92705
- 3925 Bristol St, Santa Ana CA 92704
- 892 N. Tustin St, Orange CA 92867
- 18356 Irvine Blvd, Tustin CA 92780
- 17775 Santiago Blvd, Villa Park CA 92861

**Pay Range**:

- This job profile is eligible for a 10% pay differential.

**Pay Range**
$20.00 - $27.69

**Benefits**

Wells Fargo provides all eligible full
- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement

**Posting End Date**:
9 Jun 2024
- **Job posting may come down early due to volume of applicants.**

**We Value Diversity**

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 mak