Associate Personal Roving Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 25 days ago

Associate Personal Roving Banker

Wells FargoAssociate Personal Roving Banker

Perks & benefits

Health InsuranceMedical InsurancePaid Leave

Requirements

6+ months customer interaction experience, Ability to travel 100% within district, SAFE registration compliance, Ability to work Saturdays

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible banking support across multiple branch locations to cover vacancies and meet customer needs
  • Deliver exceptional customer experiences by building relationships and proposing appropriate products and digital solutions
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications
  • Refer customers' financial needs to other bankers and partners as appropriate
  • Maintain cash drawer accuracy and perform cash handling and balancing tasks
  • Comply with the S.A.F.E. Mortgage Licensing Act and all related regulatory requirements

Requirements

  • 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
  • Ability to travel 100% within the assigned district
  • Ability to work a schedule that includes most Saturdays
  • Ability to commute to various assigned branch locations within the district
  • Must be able to meet SAFE registration requirements at the time of employment

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Experience proactively engaging customers through phone or email outreach
  • Ability to educate customers on mobile banking and digital technology
  • Strong relationship-building skills with both customers and internal partners
  • Experience identifying potential fraud or risky accounts

Benefits

  • Health, dental, and vision benefits
  • 401(k) plan
  • Paid time off
  • Life, critical illness, and accident insurance
  • Parental and critical caregiving leave
  • Tuition reimbursement and scholarships for dependent children
  • Commuter benefits

About the Company

Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. We are committed to driving innovation, empowering communities, and helping our customers succeed through our various operating segments, including Consumer Banking and Lending.

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Associate Personal Roving Banker

Wells Fargo · Los Angeles

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