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Military: Boots to Banking Roving Personal Banker, Dallas, TX
Military: Boots to Banking Roving Personal Banker, Dallas, TXDallas Staffing • Dallas, TX, US
Military : Boots to Banking Roving Personal Banker, Dallas, TX

Military : Boots to Banking Roving Personal Banker, Dallas, TX

Dallas Staffing • Dallas, TX, US
1 day ago
Job type
  • Full-time
Job description

Roving Personal Banker (SAFE)

Are you looking for more? Find it here. 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 that a meaningful career is much more than just a job it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find 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.

Wells Fargo is seeking a 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, education
  • Desired Qualifications :

  • Military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
  • Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Military experience including experience in having customer service focus and handling complex transactions across multiple systems
  • Military experience including supporting customers and employees in resolving or escalating concerns or complaints
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customers 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
  • 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
  • Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues
  • 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 a schedule that may include most Saturdays
  • 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.
  • Posting Location(s) : Greater Dallas, Texas

    Pay Range : This job profile is eligible for a 10% pay differential

    #BootstoBankingProgram

    We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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