Wells Fargo Roving Personal Banker Lee District 

United States, Florida, Fort Myers 

361713241

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 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(http://fedregistry.nationwidelicensingsystem.org)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):

• Arborwood Branch : 13541 Goldenwood Dr, Fort Myers, FL 33913

• Bonita Grande Branch : 12801 Bonita Beach Rd, Bonita Springs, FL 34135

• Colonial Branch : 1540 Colonial Blvd, Fort Myers, FL 33907

• Corkscrew Branch : 8700 Corkscrew Rd, Estero, FL 33928

• Crossroads Branch : 5765 Lee Blvd, Lehigh Acres, FL 33971

• Gulf Point Branch : 15569 McGregor Blvd, Ft. Myers, FL 33908

• Lehigh Acres Branch : 1130 Homestead Rd, Lehigh Acres, FL 33936

• Miromar Lakes Branch : 10870 Miromar Outlet Dr, Estero, FL 33928

• Sanibel Branch : 2407 Palm Ridge Rd, Sanibel, FL 33957

• South Ft Myers Branch : 12751 S. Cleveland Ave, Ft. Myers, FL 33907

• Summerlin Crossing Branch : 15890 Summerlin Rd, Ft. Myers, FL 33908

• Whiskey Creek Branch : 6360 Whiskey Creek Dr, Ft. Myers, FL 33919

​Pay Range:

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

25 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.