Associate Roving Personal Banker

1 week ago

Tacoma, Washington, United States WELLS FARGO BANK Full time

About this Role:

Wells Fargo Bank is seeking a skilled and customer-focused Associate Roving Personal Banker (SAFE) to join our National Branch Network team within the Consumer, Small & Business Banking division. As a Roving Personal Banker, you will provide exceptional customer service and support across various branch locations, ensuring seamless banking experiences for our customers.

Key Responsibilities:

  • Provide support to branch locations within a specific geography, covering banker or teller absences or temporary vacancies.
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs.
  • Participate in delivering exceptional customer experiences by building relationships through proactive outreach and proposing suitable products, services, and digital solutions to help customers succeed financially.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop an understanding of bank products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide suitable options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as necessary.

Requirements:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.

Preferred Qualifications:

  • 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.

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 a schedule that may include most Saturdays.
  • Must take and pass required language assessment.
  • 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. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements, including additional screening, if necessary.

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