Associate Roving Personal Banker (SAFE)
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Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking 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
- 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. 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 also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications :
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, educationDesired Qualifications :
Customer service focus with experience handling complex transactions across multiple systemsExperience proactively engaging with customers through outreach via phone or emailAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to help customers succeed financially by offering introductions to additional team members as appropriateExperience working with others on a team to meet customer needsExperience fostering and developing strong customer relationshipsAbility to build strong relationships with internal partnersAbility to follow policies, procedures, and regulationsAbility to identify potential fraud / risky accounts and take appropriate action to prevent lossAbility to interact with integrity and professionalism with customers and team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruitingProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesSupport customers and employees in resolving or escalating concerns or complaintsJob Expectations :
Ability to travel 100% of the time within the districtCommute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)Ability to work a schedule that may include most SaturdaysMaintains cash drawer, cash handling and balancing and spends time completing service-related tasks as neededThis position is not eligible for Visa sponsorshipThis position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.Posting Location(s) :
Anthem 41830 N. Gavilan Peak Pkwy Anthem, AZ 85086Cave Creek & Tatum 29425 N. Cave Creek Rd Cave Creek, AZ 85331Desert Ridge 21040 N. Tatum Blvd. Phoenix, AZ 85050Dynamite & Alma School 10959 E. Dynamite Blvd. Scottsdale, AZ 85262Scottsdale & Shea 10921 N. Scottsdale Rf. Scottsdale, AZ 85254Scottsdale Airpark 14595 N. Scottsdale Rd Scottsdale, AZ 85254McDowell Mountain 15760 N. Frank Lloyd Wright Blvd Scottsdale, AZ 85260Carefree 34502 N. Scottsdale Rd. Scottsdale, AZ 85266Fountain Hills 16355 E. Palisades Blvd. Fountain Hills, AZ 85268Bell & Tatum 4750 E. Bell Rd Phoenix, AZ 85032Tatum & Cactus 12641 N. Tatum Blvd Phoenix, AZ 85032Pinnacle Peak 23405 N. Scottsdale Rd Scottsdale, AZ 85255Pay Range : This job profile is eligible for a 10% pay differential.
