Wells Fargo - Chino, CA

posted 6 days ago

Full-time - Entry Level
Chino, CA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) to provide support across various branch locations within a specific geography. This role is part of the Consumer, Small & Business Banking division and focuses on delivering exceptional customer experiences by building relationships and proposing appropriate financial products and services. The position requires flexibility and adaptability to changing priorities while assisting customers with their banking needs.

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.

Nice-to-haves

  • 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.
  • 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.

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
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