Personal Banker - Roving Northern WI
Company: WELLS FARGO BANK
Location: Green Bay
Posted on: April 15, 2024
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Job Description:
Why Wells Fargo:
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.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. 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
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
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. Mortgage Licensing
Act of 2008 and all related regulations. 6+ months of interacting
with customers experience, or equivalent demonstrated through one
or a combination of the following: work experience, training,
military experience, education
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
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take
appropriate action to prevent loss
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
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 cash drawer, cash handling and balancing and spends time
completing service-related tasks as needed
Wells Fargo will initiate the SAFE registration process immediately
after your employment start date. The Nationwide Mortgage Licensing
System (NMLS) website ( provides the MU4R questions and
registration required for employment in this position. Individuals
in Loan Originator (LO) positions must meet the Consumer Financial
Protection Bureau qualification requirements and comply with
related Wells Fargo policies. The LO qualification requirements
include meeting applicable financial responsibility, character,
general financial fitness and criminal background standards. A
current credit report will be used to assess your financial
responsibility and credit fitness, however, a credit score is not
included as part of the evaluation. Successful candidates must also
meet ongoing regulatory requirements including additional
screening, if necessary
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.
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
Please see our Drug and Alcohol Policy to learn more.
Keywords: WELLS FARGO BANK, Green Bay , Personal Banker - Roving Northern WI, Other , Green Bay, Wisconsin
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