Wells Fargo Personal Banker - Roving Trail 

United States, Oregon 

953449752

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):

• 4725 SW Teal Blvd. Beaverton, OR 97007

• 19181 Willamette Dr, West Linn, OR 9706

• 9200 SW Washington Square Rd, Tigard, OR 97223

• 522 A Ave, Lake Oswego, OR 97034

• 1591 NW 22nd Ave #140C, Portland, OR 97210

• 635 SW 6th Ave, Portland, OR 97204

• 1300 SW 5th Ave 2nd FL, Portland, OR 97201

• 1615 SW 13th Ave, Portland, OR 97219

• 14500 SE Mcloughlin Blvd, Milwaukie, OR 97267

• 15955 Boones Ferry Rd, Lake Oswego, OR 97035

• 845 NW 11th Ave, Portland OR 97209

• 18975 SW Martinazzi Ave, Tualatin, OR 97062

18 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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