Associate Roving Personal Banker – SAFE

• Provide support across multiple branch locations within a specific geography when bankers or tellers are absent or vacancies need temporary coverage
• Adapt to changing priorities and new surroundings while meeting customer needs
• Build customer relationships through proactive outreach and recommend appropriate products, services, and digital solutions
• Assist with opening new accounts, completing service requests, and submitting credit applications
• Receive manager direction and exercise judgment within defined policies and procedures
• Develop understanding of bank products and services to connect them to customer needs
• Demonstrate care and build relationships with customers
• Provide appropriate options for bank products and services
• Refer customers' financial needs to other bankers and partners
• Maintain cash drawer, handle and balance cash, and complete service-related tasks
• Follow Wells Fargo risk, compliance, and regulatory programs and esc ...

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• SAFE registration required at the time of employment
• Must meet Loan Originator requirements under Regulation Z
• Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
• Successful candidates must meet ongoing regulatory requirements including additional screening, if necessary
• Ability to travel 100% of the time within the district
• Ability to commute to assigned location(s) for the duration of the branch assignment
• Ability to work weekends and holidays as needed or scheduled
• Position is not eligible for Visa sponsorship

Demonstrates strong customer relationship management skills by proactively engaging with clients and understanding their financial needs. Possesses knowledge of bank products and services, ensuring compliance with regulatory requirements and maintaining operational integrity.

• Customer Interaction Experience
• SAFE Registration
• Loan Originator Requirements
• Cash Handling Skills
• Regulatory Compliance

• Bank Product Knowledge
• Account Opening Assistance
• Service Request Completion
• Credit Application Submission
• Cash Drawer Maintenance

• Adaptability
• Relationship Building
• Proactive Outreach
• Judgment and Decision-Making

• SAFE Registration

• Regulation Z
• Financial Responsibility Standards
• Criminal Background Standards
• Risk and Compliance Programs