Jobs · Finance · South Carolina

Roving Personal Banker Capital City SC District

Wells Fargo · Newberry, SC · 3 wk ago
FinanceFull-time

At Wells Fargo, we're more than a financial services leader—we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career offers more than just a job; it provides the elements to help you thrive, both in and out of work. Living the Well Life means robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.

About the Role

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. In this role, you will provide support across a variety of branch locations within a specific geography to cover absences or temporary vacancies. You will deliver an exceptional customer experience by building relationships, proposing products and digital solutions, and assisting with account openings, service requests, and credit applications.

Responsibilities

  • Provide support across branch locations 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.
  • Build relationships through proactive outreach and propose 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 judgment within defined policies and procedures.
  • Develop an 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 customers.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Maintain cash drawer, handle cash balancing, and complete service-related tasks as needed.

This SAFE position has customer contact and job duties that may include offering, negotiating, or taking an application for a dwelling-secured transaction. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting these requirements, including acceptable background investigation results.

Requirements

  • 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to travel 100% of the time to different branches within an assigned geography.
  • Ability to work weekends and holidays as needed or scheduled.
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the registration process immediately after your employment start date.
  • Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess financial responsibility and credit fitness.

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, including mobile banking options.
  • 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, personnel benefits management, or human resources.
  • Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Support customers and employees in resolving or escalating concerns or complaints.

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