Roving Personal Banker

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
Build customer relationships through proactive conversations and outreach
Understand customer needs and connect them with banking products, services, digital tools, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support account openings, service requests, and credit applications
Perform cash handling and teller-line activities and process transactions accurately
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
• Prior experience in financial services or a highly regulated customer-facing role
• Experience building trust-based customer relationships
• Comfort initiating outreach through calls, emails, or other channels
• Comfort with digital tools and technology and ability to learn new systems
• Ability to identify customer needs and connect them to appropriate solutions
• Ability to collaborate with teammates and partners
• Ability to follow policies and regulations and
• Ability to travel 100% of the time within the assigned geography
• Ability to commute to assigned branch locations for the duration of assignments
• Ability to work a schedule including Saturdays
• SAFE registration required at the time of employment;
  Wells Fargo initiates the process after the start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must meet standards related to financial responsibility, character, fitness, and criminal background
• Must pass applicable credit and ongoing screening
• This position is not eligible for Visa sponsorship

Demonstrates expertise in providing personalized banking support, building trust-based customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, service requests, and adhering to compliance standards within a highly regulated financial services environment.

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Financial Services Experience
• SAFE Registration

• Cash Handling
• Service Requests
• Credit Applications
• Transaction Processing
• Customer Needs Assessment

• Building Trust-Based Relationships
• Collaboration
• Proactive Communication
• Adaptability
• Problem Solving

• SAFE Registration

• Financial Services
• Regulated Customer-Facing Role
• Risk Controls
• Branch Growth
• Customer Outreach

• Digital Banking Tools
• Customer Relationship Management Software