Roving Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
Skip to content
W
Posted 25 days ago

Roving Personal Banker

Wells FargoRoving Personal Banker

Requirements

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

Skills

customer serviceBankingFinance

About the role

Responsibilities

  • Provide flexible banking support across various branch locations within a specific geography to cover vacancies or absences
  • Deliver an exceptional customer experience by building relationships and proposing appropriate products, services, 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, including cash handling and balancing tasks
  • Comply with the S.A.F.E. Mortgage Licensing Act and all related regulatory requirements

Requirements

  • 6+ months of experience in customer interaction or equivalent experience through work, training, military, or education
  • Ability to travel 100% within the assigned district
  • Ability to work a schedule that may include most Saturdays
  • Ability to meet SAFE registration requirements at the time of employment

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Proactive engagement experience via phone or email outreach
  • Ability to educate customers on mobile banking and digital technology
  • Experience identifying potential fraud or risky accounts to prevent loss
  • Relevant military experience in leadership, personnel management, or human resources

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 a culture of excellence and professional growth.

ScoutJobs Agent

Get matches like this delivered daily

Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.

Get started — it's free

Roving Personal Banker

Wells Fargo · Richmond

Sign up to apply