Roving Personal Banker, Wells Fargo

Wells Fargo

Location:
United States, Montco District

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) to provide support within a specific geography, deliver exceptional customer experiences, propose products and services, develop understanding of bank offerings, and comply with regulatory requirements.

Job Responsibility:

Provide support across a variety of branch locations
be flexible and adaptable to changing priorities
participate in delivery of exceptional customer experience
assist customers with basic requests
receive direction from managers
develop understanding of bank products and services
interact with customers
refer customers' financial needs to bankers and partners.

Requirements:

6+ months of interacting with customers experience
compliance with the S.A.F.E. Mortgage Licensing Act of 2008
meeting Loan Originator requirements under Regulation Z
ability to follow policies, procedures, and regulations
ability to travel 100% of the time within the district
ability to work a schedule that may include most Saturdays
maintains cash drawer, cash handling, and balancing.

Nice to have:

Customer service focus
experience proactively engaging with customers
ability to educate and connect customers to technology
ability to identify potential fraud/risky accounts
experience fostering and developing strong customer relationships
ability to build strong relationships with internal partners
relevant military experience.

What we offer:

Reimbursement for mileage
work-life balance programs
robust benefits
competitive compensation
programs designed for well-being.

Additional Information:

Job Posted:
May 04, 2025

Expiration:
May 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Roving Personal Banker