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Roving Personal Banker, Bilingual
Wells Fargo. Provide support across a variety of branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by effectively engaging with clients, understanding their financial needs, and providing appropriate banking solutions. Proficient in maintaining relationships with customers and internal partners while adhering to regulatory requirements and policies.
Highest-signal resume keywords
Customer Service ExperienceRelationship BuildingProactive Customer EngagementSAFE RegistrationFinancial Compliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complex Transaction HandlingAccount Opening AssistanceCash HandlingFraud DetectionMobile Banking Education
Soft Skills
IntegrityProfessionalismAdaptabilityTeam CollaborationCommunication
Certifications & Qualifications
SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Bank ProductsFinancial ServicesCustomer OutreachMilitary ExperienceRegulatory Compliance
About the role
Key responsibilities & impact- Provide support across a variety of branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies
- Adapt to changing priorities and new surroundings while meeting customer needs
- Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop understanding of bank products and services to connect them to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services
- Refer customers' financial needs to other bankers and partners as needed
- Maintain cash drawer, handle and balance cash, and complete service-related tasks
- Commute to assigned branch locations for the duration of assignments
Requirements
What you’ll need- 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
- 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
- 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
- Ability to travel 100% of the time within the district
- Ability to work weekends and holidays as needed or scheduled
- This position is not eligible for Visa sponsorship
- SAFE registration required at the time of employment
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements and related Wells Fargo policies
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Must meet ongoing regulatory requirements and additional screening, if necessary
Benefits
Comp & perks- 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
- Mileage reimbursement
- Incentive opportunities may be available