Roving Personal Banker - Prince William North

About the role

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

Responsibilities

• 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
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as 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 judgement within defined policies and procedures
• Develop 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 customer
• Refer customers' financial needs to other bankers and partners as needed
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Ongoing employment is contingent upon meeting all S.A.F.E. Mortgage Licensing Act of 2008 and related regulations requirements, including acceptable background investigation results
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO)

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 customer to technology and share 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 including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations

• Ability to travel 100% of the time within the district
• Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
• Ability to work weekends and holidays as needed or scheduled
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
• This position is not eligible for Visa sponsorship
• 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 the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
• The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Pay

$26.00 - $34.00

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement