Expoint – all jobs in one place
Finding the best job has never been easier
Limitless High-tech career opportunities - Expoint

Wells Fargo Roving Personal Banker Lake Norman District 
United States, North Carolina, Statesville 
704032148

17.09.2025

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
  • 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
  • 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
  • 221 E Broad St
    STATESVILLE, NC 28677-5324
    United States of America
  • 5920 Highland Shoppes Dr Ste 103
    CHARLOTTE, NC 28269
    United States of America
  • 112 S Main St
    DAVIDSON, NC 28036
    United States of America
  • 1609 E Broad St
    STATESVILLE, NC 28625-4303
    United States of America
  • 16700 Statesville Rd
    HUNTERSVILLE, NC 28078-7195
    United States of America
  • 153 N Main St
    MOORESVILLE, NC 28115-2525
    United States of America
  • 1899 US Highway 421
    WILKESBORO, NC 28697
    United States of America
  • 19409 Jetton Rd
    CORNELIUS, NC 28031-7497
    United States of America
  • 352 Williamson Rd
    MOORESVILLE, NC 28117-5935
    United States of America
  • 1501 S Cannon Blvd
    KANNAPOLIS, NC 28083
    United States of America
  • 475 River Hwy
    MOORESVILLE, NC 28117
    United States of America
  • 868 N Church St
    CONCORD, NC 28025
    United States of America
  • 14215 Market Square Dr
    HUNTERSVILLE, NC 28078
    United States of America

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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