Jobs · Finance · South Carolina

Roving Personal Banker Capital City SC District

Wells Fargo · Columbia, 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 within 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, offering proactive outreach, and proposing appropriate products, services, and digital solutions to meet customers' financial needs.

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 customer relationships through proactive outreach and propose 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 with customer needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services.
  • 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 involves customer contact and job duties that may include offering, negotiating, or taking applications 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.

Requirements

  • 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.

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 share the value of mobile banking options.
  • Experience helping customers succeed financially by connecting them with additional team members.
  • Experience working with others on a team to meet customer needs.
  • Ability to foster and develop strong customer relationships.
  • Ability to build strong relationships 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.
  • 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.

Job Expectations

  • Ability to travel 100% of the time to different branches within 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, and general financial fitness standards. A current credit report will be used for assessment, though a credit score is not part of the evaluation.
  • Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.

This position is not eligible for Visa sponsorship.

Similar jobs