Roving Personal Banker

4 weeks ago


Milford, Pennsylvania, United States Quality Talent Group Full time

About the Job

We are seeking an Associate Roving Personal Banker to join our team at Quality Talent Group. As a Roving Personal Banker, 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. You will be flexible and adaptable to changing priorities and new surroundings while meeting customer needs.

Key Responsibilities:

  • Provide support across a variety of branch locations within a specific geography.
  • 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.

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 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.

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.
  • 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.

Posting Location:
  • Multiple locations in Pennsylvania.

Pay Range:
  • This job profile is eligible for a 10% pay differential.

We Value Diversity

We believe in diversity, equity and inclusion in the workplace; accordingly, we 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.

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