Roving Personal Banker

3 weeks ago

Sequim, Washington, United States Wells Fargo Bank Full time
About this Role

We are seeking an Associate Roving Personal Banker (SAFE) to join our National Branch Network as part of the Consumer, Small & Business Banking division.

Key Responsibilities
  • 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
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • 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
Requirements
  • 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
  • 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
What We Offer
  • A competitive salary
  • A robust benefits package
  • Programs to support your work-life balance and well-being
  • Opportunities for growth and development
Why Wells Fargo

We believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. At Wells Fargo, we offer a supportive and inclusive work environment that allows you to grow and succeed in your career.

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