Associate Roving Personal Banker (SAFE) - Arlington District
Core
A roving banker who travels 100% of the time across multiple branch locations to provide customer service, open accounts, and process mortgage applications.
Role type
Associate Roving Personal Banker (SAFE)
Builds
Customer relationships and mortgage loan applications
Domain
Banking / Consumer & Small Business Finance
Deliverable
client delivery
Required skills
Customer interaction, basic account opening, mortgage application processing, cash handling, regulatory compliance (SAFE/LO), fraud identification
Preferred skills
Proactive outreach, team collaboration, military experience, complex transaction handling, technology education
Technologies
Mobile banking platforms, Nationwide Mortgage Licensing System (NMLS)
Responsibilities
Travel 100% of the time within a district to various branches, assist customers with opening accounts and service requests, offer and negotiate mortgage terms, maintain cash drawers, refer customers to other bankers, identify potential fraud.
Seniority
Entry-level / Associate