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Roving Personal Banker
2 months ago
We are seeking a highly skilled and adaptable Roving Personal Banker to join our National Branch Network team. As a Roving Personal Banker, you will provide exceptional customer service and support across various branch locations within a specific geography.
Key Responsibilities- Provide support to branches within a specific geography, ensuring seamless customer service and minimizing disruptions.
- Be flexible and adaptable to changing priorities and new surroundings, while maintaining a customer-centric approach.
- Participate in delivering exceptional customer experiences by building relationships through proactive outreach and proposing suitable products and services.
- Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Develop a deep understanding of bank products and services to effectively connect with customers' needs.
- Interact with customers to demonstrate care and build strong relationships.
- Provide customers with suitable options for bank products and services.
- Refer customers' financial needs to other bankers and partners as necessary.
- 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Customer service focus with experience handling complex transactions across multiple systems.
- Experience proactively engaging with customers through outreach via phone or email.
- Ability to educate and connect customers 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 in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
- Ability to travel 100% of the time within the district.
- Commute to assigned locations for the duration of the branch assignment (reimbursement for mileage provided).
- Ability to work weekends and holidays as needed or scheduled.
- Maintain cash drawer, cash handling, and balancing, and spend time completing service-related tasks as needed.
- This position is not eligible for Visa sponsorship.
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
