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Roving Banker Downtown OC District
Roving Banker Downtown OC District-January 2024
Anaheim
Jan 1, 2026
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Roving Banker Downtown OC District

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

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, educationDesired 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 a schedule that may include most Saturdays

Must take and pass required language assessment (remove if not needed)

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):

5625 E. Santa Ana Canyon Rd, Anaheim CA 92807

2099 S. State College Blvd, Anaheim CA 92806

8540 E. Chapman Ave, Orange CA 92869

1801 E. 17th St, Santa Ana CA 92705

3325 E. Chapman Ave, Orange CA 92869

12952 Harbor Blvd, Garden Grove CA 92840

3764 W. McFadden Ave, Santa Ana CA 92704

2700 N. Main St, Santa Ana CA 92705

892 N. Tustin St, Orange CA 92867

18356 Irvine Blvd, Tustin CA 92780

17775 Santiago Blvd, Villa Park CA 92861

2301 S. Main St, Santa Ana 92707

20375 Yorba Linda Blvd. Yorba Linda, CA 92886

Pay Range:

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

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$20.00 - $27.69

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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

Posting End Date:

3 Sep 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 Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Company: WELLS FARGO BANK

Req Number: R-397542-2

Updated: Fri Aug 30 02:56:49 UTC 2024

Location: ANAHEIM,California

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