Roving Banker for Central Inland Empire District

$41,600 - $57,595/Yr

Wells Fargo - Ontario, CA

Full-time - Entry Level

Ontario, CA

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) to support various branch locations within a specific geography. This role is part of the Consumer, Small & Business Banking division and focuses on providing exceptional customer service, building relationships, and assisting customers with their banking needs. The position requires flexibility and adaptability to changing priorities while ensuring compliance with the S.A.F.E. Mortgage Licensing Act.

Responsibilities

• Provide support across a variety of branch locations where a banker or teller is out of the office or to temporarily cover vacancies.
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• Interact with customers to demonstrate care and build relationships.
• Provide appropriate options for bank products and services to customers.
• Refer customers' financial needs to other bankers and partners as needed.

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Customer service focus with experience handling complex transactions across multiple systems.
• Experience proactively engaging with customers through outreach via phone or email.
• Ability to educate and connect customers to technology and share the value of mobile banking options.
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
• Experience working with others on a team to meet customer needs.
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.

Nice-to-haves

• Experience fostering and developing strong customer relationships.
• Ability to interact with integrity and professionalism with customers and team members.
• Relevant military experience including working with military protocol and instructions.
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.

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