Personal Banker Roving

Position: Personal Banker Roving Full Time - Gainesville Ocala District, Florida
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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. Learn more about the career areas and business divisions at (url removed).

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:

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 ((url removed)) 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.

United States
Florida
Ocala Show on map Get directions