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Roving Personal Banker
2 months ago
We are seeking an Associate Roving Personal Banker to join our team at Wells Fargo. As a Roving Personal Banker, you will provide support across a variety of branch locations within a specific geography, covering vacancies and meeting customer needs.
Key Responsibilities- Provide exceptional customer service by building relationships through proactive outreach and proposing appropriate products and services.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- 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 customers.
- Refer customers' financial needs to other bankers and partners as needed.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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.
- 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.
- This position requires SAFE registration at the time of employment.
We offer a comprehensive set of benefits designed to protect your physical and financial health and to help you make the most of your 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
We value diversity, equity, and inclusion in the workplace and welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.