Personal Banker - Roving Milwaukee

Wells Fargo
Milwaukee, WI
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

Posting Location(s) :

  • 833 E Michigan St Ste 960 MILWAUKEE, WI 53202
  • 131 W Layton Ave Ste 100 MILWAUKEE, WI 53207
  • 3323 W Villard Ave MILWAUKEE, WI 53209
  • 7600 W Hampton Ave MILWAUKEE, WI 53218
  • 16001 W Cleveland Ave NEW BERLIN, WI 53151
  • 1700 Dr Martin Luther King Dr RACINE, WI 53404
  • 6005 Durand Ave RACINE, WI 53406
  • 2675 N Mayfair Rd Ste 100 WAUWATOSA, WI 53226
  • 6130 W National Ave WEST ALLIS, WI 53214

Pay Range :

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

RWF22

Posting End Date :

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
Milwaukee, Wisconsin

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...

Promoted
WELLS FARGO BANK
Milwaukee, Wisconsin

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will...

Promoted
Wintrust Financial
Milwaukee, Wisconsin

As the Assistant Branch Manager, you will assist the Branch Manager in delivering superior financial results and best in class customer service by creating a proactive sales and service environment and maximizing employee productivity and effectiveness. We are looking for top talent to join Wisconsi...

Promoted
Medical College of Wisconsin
Milwaukee, Wisconsin

This position will provide administrative assistance to the Assistant Director of Clinical Research Operations and support the clinical trials activation process in the Cancer Center Clinical Trials Office (CTO). Other administrative duties as assigned. ...

Promoted
TouchPoint
Milwaukee, Wisconsin

Previous food service and cashier experience required. Performs cashiering duties, including general food service work. ...

Promoted
Elite Sports Clubs
Brookfield, Wisconsin

Are you ready to join the Elite Sports Clubs family?.We're more than just a gym - we're a premier family fitness and tennis club in Greater Milwaukee.We're always looking for exceptional team members who embody our Core Values of Professionalism, Ownership, Team, Quality, and Celebration...

Promoted
Shopko Optical
Hales Corners, Wisconsin

Provide support to the Optical center team.Greet patients as they enter the center, answer the telephone, book appointments, manage patient files, and support all other aspects that do not influence a patient’s vision.Taking Care of our Teams who Take Care of our Patients.Health & Wellbein...

Promoted
Brian Brecklin - State Farm Agent
New Berlin, Wisconsin

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Establish customer r...

Promoted
Joe Woelfle - State Farm Agent
Mequon, Wisconsin

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Establish customer r...

Promoted
Toppers Pizza - West Milwaukee
Milwaukee, Wisconsin

Customer Service Representative (Insider) As a Toppers Insider, you have the opportunity to work in a fun atmosphere along with a great team of people who will probably become great friends outside of work. Customer Service Representative (Insider) requirements. Customer Service / Cashier / Crew Mem...