Roving Personal Banker Capital City SC District

At Wells Fargo, we're a global trailblazer in financial services, committed to driving innovation, empowering communities, and helping our customers succeed. We offer robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. Join us and be part of a workplace recognized as a top employer for career growth.

About the Role

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network within the Consumer Banking and Lending division. In this role, you will provide support across a variety of branch locations within a specific geography, covering for bankers or tellers who are out of the office or temporarily filling vacancies. You will be flexible and adaptable to changing priorities while delivering an exceptional customer experience.

Responsibilities

• Build relationships with customers through proactive outreach and propose appropriate products, services, and digital solutions to help them succeed financially.
• Assist customers with basic requests, including 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 them to customer needs.
• Interact with customers to demonstrate care and build relationships.
• Provide appropriate options for bank products and services and refer customers to other bankers and partners as needed.
• Travel 100% of the time to different branches within your assigned geography.
• Work weekends and holidays as needed or scheduled.
• Maintain a cash drawer, handle cash, and complete service-related tasks.

Requirements

• 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
• This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting these requirements, including acceptable background investigation results.
• Must meet Loan Originator (LO) qualification requirements under Regulation Z, including financial responsibility, character, general financial fitness, and criminal background standards. A credit report will be used to assess financial responsibility, though a credit score is not part of the evaluation.
• SAFE registration is required at the time of employment. Wells Fargo will initiate this process after your start date.

Qualifications

• Customer service focus with experience handling complex transactions across multiple systems.
• Ability to proactively engage with customers through outreach via phone or email.
• Experience educating customers on technology and promoting mobile banking options.
• Ability to help customers succeed financially by connecting them with additional team members as needed.
• Experience working collaboratively on a team to meet customer needs.
• Strong ability to foster and develop customer relationships.
• Ability to build relationships with internal partners.
• Adherence to policies, procedures, and regulations.
• Ability to identify potential fraud or risky accounts and take action to prevent loss.
• Professionalism and integrity in interactions with customers and team members.
• Relevant military experience, including working with military protocol, personnel benefits management, or human resources.
• Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Ability to support customers and employees in resolving or escalating concerns or complaints.