Roving Personal Banker Silicon Peak District - San Jose, United States - Wells Fargo

Description

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Roving Personal Banker Silicon Peak District

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locations

SAN JOSE, CA

FREMONT, CA

MILPITAS, CA

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R


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

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 cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. 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

Posting Location(s):
46973 Warm Springs Blvd., Fremont, CA 94539
1720 Story Rd., San Jose, CA 95122
488 San Felipe Road, San Jose, CA 95135
6990 Santa Teresa Blvd., San Jose, CA 95119
1715 Landess Ave., Milpitas, CA 95035
1 S. Milpitas Blvd., Milpitas, CA 95035
3331 San Felipe Road, San Jose, CA 95135
130 Blossom Hill Road, San Jose, CA 95123
2170 Tully Rd., San Jose, CA 95122
191 Branham Lane, San Jose, CA 95136
2528 Berryessa Rd., San Jose, CA 95132
6465 Almaden Expwy., San Jose, CA 95120

Pay Range:
This job profile is eligible for a 10% pay differential.
Pay Range
$ $30.19

Benefits
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial

future. Visit

Benefits - Wells Fargo Careers

for an overview of the following benefit plans and programs offered to employees.
401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement

Posting End Date:
3 May 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.

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.

Wells Fargo & Company (


NYSE:
WFC) is a leading financial services company that has approximately $1.9 trillion in assets.

We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments:
Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune's 2023 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy

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