Roving Personal Banker Capital City SC District
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 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
- Deliver an exceptional customer experience by building relationships through proactive outreach and 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 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
This SAFE position has customer contact and job duties that may include the offering/negotiating of terms and/or taking an application for a dwelling-secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position must also meet the Loan Originator (LO) requirements under Regulation Z.
Responsibilities
- Travel 100% of the time to different branches within assigned geography
- Work weekends and holidays as needed or scheduled
- Maintain a cash drawer, handle cash, and balance accounts, including completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. 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, though a credit score is not part of the evaluation. Successful candidates must also meet ongoing regulatory requirements, including additional screening if necessary.
Requirements
Required Qualifications:
- 6+ months of experience interacting with customers, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Desired 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 sharing 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
- Relevant military experience, including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
- Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints