Mobile Banking Specialist
2 weeks ago
At Wells Fargo, we recognize that a fulfilling career encompasses more than just a job. It’s about discovering all the elements that contribute to your success, all in one place. #LivingTheWellLife signifies that you are supported in every aspect of life, not just in your professional endeavors. This includes a competitive salary, a comprehensive benefits package, and programs designed to enhance your work-life balance and overall well-being. Our commitment to community engagement, authenticity, and personal growth has earned us recognition as one of the top workplaces for career development in the U.S.
Position Overview:
Wells Fargo is in search of an Associate Roving Personal Banker (SAFE) within our National Branch Network, part of the Consumer, Small & Business Banking division. Discover more about our career opportunities and business divisions.
Key Responsibilities:
- Support various branch locations within a designated area, filling in for bankers or tellers who are unavailable or covering temporary vacancies.
- Exhibit flexibility and adaptability to changing priorities and environments while addressing customer needs.
- Contribute to delivering an outstanding customer experience by establishing relationships through proactive outreach and recommending suitable products, services, and digital solutions to help customers achieve financial success.
- Assist customers with fundamental requests such as opening new accounts, fulfilling service requests, and processing credit applications.
- Follow guidance from management while exercising judgment within established policies and procedures.
- Develop a comprehensive understanding of banking products and services to align with customer needs.
- Engage with customers to demonstrate care and foster relationships.
- Present appropriate options for banking products and services to customers.
- Refer customers' financial needs to other bankers and partners as necessary.
- This SAFE position involves customer interaction and responsibilities that may include offering or negotiating terms and/or processing applications for secured transactions, necessitating compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
- At least 6 months of experience interacting with customers, or equivalent demonstrated through a combination of work experience, training, military experience, or education.
- Strong customer service orientation with experience managing complex transactions across multiple systems.
- Experience in proactively engaging customers through outreach via phone or email.
- Ability to educate customers about technology and promote the benefits of mobile banking options.
- Capability to assist customers in achieving financial success by connecting them with additional team members as appropriate.
- Experience collaborating with team members to meet customer needs.
- Proven ability to cultivate and nurture strong customer relationships.
- Ability to build effective relationships with internal partners.
- Familiarity with adhering to policies, procedures, and regulations.
- Skill in identifying potential fraud or risky accounts and taking appropriate preventive measures.
- Professional and respectful interaction with customers and team members.
- Relevant military experience, including personnel benefits management and human resources.
- Proficient in sourcing, acquiring, and maintaining relationships with customers and colleagues.
- Support customers and team members in resolving or escalating concerns or complaints.
- Willingness to travel extensively within the district.
- Ability to commute to assigned locations for the duration of branch assignments.
- Availability to work a schedule that may include weekends.
- Responsible for cash handling and balancing, while also completing service-related tasks as needed.
- This position is not eligible for Visa sponsorship.
- SAFE registration is required upon employment. Wells Fargo will initiate the SAFE registration process immediately after your start date.
Wells Fargo offers eligible employees a comprehensive benefits package, including health benefits, a 401(k) plan, paid time off, and various insurance options. For a detailed overview of our benefits, please visit our careers page.
Diversity and Inclusion:
Wells Fargo is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of background or identity.
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