Roving Personal Banker Harborside District - Port Charlotte, United States - Wells Fargo

Wells Fargo

Verified Company

Port Charlotte, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Why Wells Fargo:

About this role:

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
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

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
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 cash drawer, cash handling and balancing and spends time completing servicerelated tasks as needed
This position is not eligible for Visa sponsorship

Posting Location(s):

Burnt Store: 1001 Burnt Store Rd Punta Gorda33950
Camelot Isle: 1608 Cape Coral Pkwy Cape Coral3391- Cape Coral: Pkwy 4732 Del Prado Blvd Cape Coral3390- Coralwood: 2307 Del Prado Blvd Cape Coral33990

Heitman: 1530 Heitman St Fort Myers33901

Kings Highway: 345 Kings Highway Port Charlotte33983
Merchants Crossing: 3041 NE Pine Island Rd Cape Coral3390- Midpoint: 2504 Santa Barbara Blvd Cape Coral33914
North Cape: 113 Hancock Bridge Pkwy Cape Coral33991
Port Charlotte: 3195 Tamiami Trail Port Charlotte33952
Punta Gorda: 314 Taylor St Punta Gorda33950

Tice: 4300 Palm Beach Blvd Fort Myers3390
Verandah: 11801 Palm Beach Blvd Fort Myers33905

Pay Range:

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

Posting End Date:

19 May 2024

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

We Value Diversity

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.

Applicants with Disabilities

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