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 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 absences or temporary vacancies. You will deliver exceptional customer experiences by building relationships, offering financial solutions, and assisting with account openings, service requests, and credit applications.
This SAFE position involves customer contact and job duties that may include offering or negotiating terms for dwelling-secured transactions. 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. Individuals in this role must also meet Loan Originator (LO) requirements under Regulation Z.
Responsibilities
- Provide support across multiple branch locations within a defined geography, covering absences or temporary vacancies.
- Adapt to changing priorities and new environments while meeting customer needs.
- Deliver exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions.
- Assist customers with 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, build relationships, and provide appropriate financial solutions.
- Refer customers to other bankers and partners as needed to address their financial needs.
- Maintain a cash drawer, handle cash balancing, and complete service-related tasks as required.
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 the assigned geography.
- Ability to work weekends and holidays as needed or scheduled.
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date.
- Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originator (LO) positions, including financial responsibility, character, general financial fitness, and criminal background standards.
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 customers on technology and mobile banking options.
- Experience working collaboratively on a team to meet customer needs.
- Ability to foster and develop strong customer relationships.
- Strong relationship-building skills with internal partners.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud or risky accounts and take appropriate 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.
- Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Experience supporting customers and employees in resolving or escalating concerns or complaints.