Roving Personal Banker - Eastside Oregon District

Associate Roving Personal Banker (SAFE)

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About This 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. 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 customers
• 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

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 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. 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, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Locations

9350 SE 82nd Ave., Happy Valley, OR 97086

3625 SE Cesar E. Chavez Blvd, Portland 97202

2266 NE Burnside Rd., Gresham, OR 97030

552 A Ave., Lake Oswego, OR 97034

1111 NE Broadway St., Portland, OR 97232

6646 SE Milwaukie Ave., Portland, OR 97202

14500 SE McLoughlin Blvd., Milwaukie, OR 97267

10305 SE Washington St., Portland, OR 97216

12005 SE Division St., Portland, OR 97266

440 SE 181st Ave., Portland, OR 97233

3782 SE Hawthorne Blvd., Portland, OR 97214

5444 SE 82nd Ave., Portland, OR 97266

12072 SE Sunnyside Rd., Clackamas, OR 97015

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