West Orange Osceola Roving Personal Banker
About The Position
Wells Fargo is hiring a Roving Personal Banker to support customers across branch locations in the West Orange Osceola geography. The role provides coverage when bankers or tellers are out of the office or when vacancies need temporary coverage. The banker builds customer relationships, identifies financial needs, and helps customers with accounts, service requests, credit applications, and appropriate banking products and digital solutions. This is a SAFE position with customer contact and duties that may involve offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting applicable SAFE Mortgage Licensing Act requirements, completing SAFE registration, and satisfying Loan Originator requirements under Regulation Z. Wells Fargo will initiate SAFE registration after the employment start date. Ongoing regulatory screening and compliance with Wells Fargo policies are required.
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 to different branches within the assigned geography.
- Ability to work weekends and holidays as needed or scheduled.
- Must obtain and maintain SAFE registration and meet applicable Loan Originator qualification requirements, including financial responsibility, character, financial fitness, and criminal background standards.
- Must meet ongoing regulatory requirements, including additional screening if necessary.
Responsibilities
- Provide coverage across branch locations in the assigned geography when a banker or teller is absent or a vacancy needs temporary coverage.
- Adapt to changing priorities and new surroundings while meeting customer needs.
- Build customer relationships through proactive outreach and provide an exceptional customer experience.
- Propose appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with opening accounts, completing service requests, and submitting credit applications.
- Develop understanding of bank products and services and connect them to customers’ needs.
- Interact with customers to demonstrate care and build relationships.
- Present appropriate options for bank products and services.
- Refer customers’ financial needs to other bankers and partners as needed.
- Follow applicable risk, compliance, and Wells Fargo policies and procedures; escalate and remediate issues appropriately.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
