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 provides support across multiple branch locations in a specific geography when bankers or tellers are out or vacancies need temporary coverage. The banker helps customers with account openings, service requests, credit applications, and suitable banking products and digital solutions while building customer relationships and referring customers to other bankers or partners when appropriate. The position includes customer contact and may involve offering or negotiating terms for, or taking applications for, dwelling-secured transactions. It requires SAFE registration and compliance with applicable mortgage and Loan Originator requirements. The role requires travel throughout the district and commuting to assigned branches for the duration of each assignment; mileage reimbursement is provided. 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, education, or a combination of these.
  • SAFE registration required at the time of employment; ongoing employment is contingent on meeting applicable requirements, including acceptable background investigation results.
  • Meet Consumer Financial Protection Bureau Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • Ability to travel 100% of the time within the district.
  • Ability to commute to assigned locations for the duration of branch assignments.
  • Ability to work weekends and holidays as needed or scheduled.
  • Not eligible for visa sponsorship.

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 mobile banking options.
  • Ability to introduce customers to additional team members who can help them succeed financially.
  • 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 military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proficiency in 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 support at various branch locations within a specific geography to cover banker or teller absences and temporary vacancies.
  • Adapt to changing priorities and new surroundings 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 account openings, service requests, and credit applications.
  • Develop knowledge of bank products and services and connect customers with options that address their needs.
  • Refer customers’ financial needs to other bankers and partners as appropriate.
  • Maintain a cash drawer and handle and balance cash; complete service-related tasks as needed.
  • Follow applicable policies, procedures, regulatory requirements, and risk and compliance obligations; escalate and remediate issues appropriately.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available
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