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Posted 18 days ago
Roving Personal Banker
Wells FargoRoving Personal Banker
Requirements
6+ months customer interaction experience, Ability to travel 100% within the district, Ability to work Saturdays, SAFE registration required
Skills
customer serviceBankingFinance
About the role
Responsibilities
- Provide flexible support across various branch locations within the North Metro Phoenix District to cover vacancies or staff absences
- Deliver exceptional customer experiences by building relationships and proposing appropriate products, services, and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Maintain a cash drawer, including cash handling and balancing tasks
- Refer customers' financial needs to appropriate bankers and partners within the organization
- Comply with the S.A.F.E. Mortgage Licensing Act and all related regulatory requirements
Requirements
- 6+ months of customer interaction experience (includes work, training, military, or education)
- Ability to travel 100% within the assigned district
- Ability to work a schedule that includes Saturdays
- Must be able to obtain SAFE registration at the time of employment
Preferred Qualifications
- Experience handling complex transactions across multiple systems
- Ability to educate customers on mobile banking and digital technology
- Experience proactively engaging customers through phone or email outreach
- Strong ability to identify potential fraud or risky accounts to prevent loss
- Experience working in a team environment to meet customer needs
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.
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Wells Fargo · Phoenix
