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Roving Personal Banker New Haven Shoreline
Wells Fargo - Old Saybrook, CT
posted about 2 months ago
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 and environments, as well as 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.
- Participate in delivering exceptional customer experience through proactive outreach.
- Assist customers with basic requests related to opening new accounts and completing service requests.
- Develop an understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- 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.
- 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.
Nice-to-haves
- Experience proactively engaging with customers through outreach via phone or email.
- Experience fostering and developing strong customer relationships.
- Relevant military experience including working with military protocol and instructions.
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
