Associate Roving Personal Banker (SAFE) - Arlington District

Wells Fargo Bank•Arlington, VA

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for its National Branch Network within the Consumer, Small & Business Banking division. The role supports multiple branch locations within a specific district, providing coverage when a banker or teller is absent or while vacancies are temporarily filled. The banker builds customer relationships, responds to routine banking needs, and helps customers identify products, services, and digital solutions suited to their financial needs. This SAFE position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment requires SAFE registration and compliance with the S.A.F.E. Mortgage Licensing Act and related regulations, as well as applicable Loan Originator qualification requirements. Continued employment is contingent on meeting these requirements and applicable background and regulatory standards. The role requires travel throughout the district and commuting to assigned branches for the duration of each assignment; mileage reimbursement is provided. The employee may work weekends and holidays as needed or scheduled and may handle cash, maintain and balance a cash drawer, and complete service-related tasks. The position is not eligible for Visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to travel 100% of the time within the district.
Ability to commute to assigned branch locations for the duration of each assignment.
Ability to work weekends and holidays as needed or scheduled.
Must obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification requirements.
Must meet ongoing regulatory requirements, including applicable financial responsibility, character, financial fitness, and criminal background standards.

Nice To Haves

Customer service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers by phone or email.
Ability to educate customers about technology and the value of mobile banking.
Ability to help customers succeed financially by introducing them to additional team members as appropriate.
Experience working with 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 or 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, or officer and leadership reporting.
Relevant military experience in personnel benefits management, processing personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Provide coverage across branch locations in the assigned geography when a banker or teller is absent or to temporarily cover vacancies.
Adapt to changing priorities and work environments while meeting customer needs.
Build customer relationships through proactive outreach and deliver an exceptional customer experience.
Propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests, including opening accounts, completing service requests, and submitting credit applications.
Develop knowledge of bank products and services to connect customers with solutions for their needs.
Interact with customers, demonstrate care, and provide appropriate options for bank products and services.
Refer customers' financial needs to other bankers and partners as appropriate.
Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues appropriately.