Roving Banker - Bayside Terrace

Wells Fargo Bank•Marina, CA

10h•Hybrid

About The Position

Wells Fargo is seeking a Roving Banker to provide support across a variety of branch locations within a specific geography. This role involves covering for absent bankers or tellers and temporarily filling vacancies. The Roving Banker must be flexible and adaptable to changing priorities and new surroundings while consistently meeting customer needs. A key aspect of the role is delivering an exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers achieve financial success. The position also involves assisting customers with opening new accounts, completing service requests, and submitting credit applications. The Roving Banker will receive direction from managers and exercise judgment within defined policies and procedures. This role requires developing an understanding of bank products and services to effectively connect them to customer needs, interacting with customers to demonstrate care and build relationships, and referring customers' financial needs to other bankers and partners as needed. This is a SAFE position, meaning it involves customer contact and duties that may include offering/negotiating terms or taking applications for dwelling-secured transactions. Therefore, compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations is mandatory. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results and Loan Originator requirements under Regulation Z.

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to travel 100% of the time to different branches within assigned geography
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
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

Nice To Haves

Experience in interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, education (for Europe, Middle East & Africa only)

Responsibilities

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 judgment 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