Personal Banker Roving Clearwater District

Wells Fargo
Largo, FL
Full-time

Why Wells Fargo :

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health.

We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.

S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

About this role :

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will :

  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications :

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education

Desired Qualifications :

  • 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 customer 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
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud / risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations :

  • Ability to travel 100% of the time within the district
  • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
  • Ability to work weekends and holidays as needed or scheduled
  • Maintains cashdrawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position is not eligible for Visa sponsorship

Posting Location(s) :

  • 8700 Bryan Dairy Road, Largo, FL 33777
  • 2515 West Bay Dr., Belleair Bluffs, FL 33770
  • 2699 Gulf to Bay Blvd, Clearwater FL33765
  • 14147 Walsingham Rd, Largo, FL 33774
  • 10500 Ulmerton Rd #480, Largo, FL 33771
  • 5250 East Bay Drive, Clearwater, FL 33764
  • 1483 Main St., Dunedin, FL 34689
  • 13099 Park Blvd, Seminole, FL 33776
  • 639 S Fort Harrison Ave, Clearwater, FL 33756
  • 2301 Sunset Point Road, Clearwater, FL 33765

Pay Range :

This job profile is eligible for a 10% pay differential.

Posting End Date : 4 Jun 2024

4 Jun 2024

Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

30+ days ago
Related jobs
Wells Fargo
Largo, Florida

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporari...

GTE Financial
Clearwater, Florida

Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. ...

Promoted
Baskin Eisel Rightmyer
Clearwater, Florida

We are looking for a self-motivated Legal Receptionist who wants longevity with a well-established law firm who will reward hard work and loyalty. ...

Promoted
One Good Gig
FL, United States
Remote

Remote Part Time Work From Home Customer Service Assistant Clerk Representative / Data Entry Clerk - Become a Focus Group Panelist now - Remote Part Time or Full Time Work At Home Position. Are you a customer service assistant clerk representative or a data entry clerk looking for ways to make extra...

Promoted
Wells Fargo & Company
FL, United States

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Perform routine transactiona Teller, Operations, Customer Engagement, Banking, Experience. ...

Promoted
LHH
FL, United States
Remote

LHH has a client who is a leading organization within the global financial services industry looking to add multiple Customer Service Representatives to their growing team! We are seeking experienced and motivated Customer Service Representatives who have experience within the brokerage operations, ...

Promoted
RSI Security
Largo, Florida
Remote

Up to $20 per hour / M-F 8a-5p / Medical, dental & vision / PTO / 401k match - As an Administrative Assistant you'll: Assist with general administration, documentation and legal compliance; Be present and take notes during any required meetings, coming prepared with appropriate documents for the occ...

Promoted
Target
Pinellas Park, Florida

Starting Hourly Rate / Salario por Hora Inicial: $15.USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.Learn more about Target here (.ALL ABOUT ON DEMAND You can work as much or as ...

Promoted
Centennial Bank
FL, United States

The Senior Customer Service Representative (Sr CSR) is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. Assess customer needs and cross sell appropriate products and services. Answers customer inquiries relating to products, rates and...

Promoted
PepsiCo, Inc.
FL, United States

JobID: 334678 [Office Assistant / Receptionist] As an Administrative Assistant at PepsiCo, you'll: Provide administrative support in a professional, confidential and organized manner; Maintain calendars and schedule both on & off-site meetings; Monitor email and proactively respond to and coordinate...