Roving Personal Banker

• Provide personalized banking support across multiple branch locations within the 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
• Conduct discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service using sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and other specialists
• Commute to assigned branch locations for the duration of assignments
• Support branch operations by flexing between cash handling and customer banking activities

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Prior experience in financial services or a highly regulated customer-facing role is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Demonstrated comfort with digital tools and technology is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Proven ability to collaborate with teammates and partners is desired
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
• Ability to travel 100% of the time within assigned geography
• Ability to work a schedule that includes Saturdays
• SAFE registration required at the time of employment;
  Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• Must comply with credit review and ongoing screening requirements
• This position is not eligible for Visa sponsorship

Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• Financial Services Experience

• Cash Handling
• Customer Service
• Banking Products Knowledge
• Credit Application Support
• Operational Standards Compliance

• Building Trust-Based Relationships
• Proactive Communication
• Collaboration with Teammates
• Adaptability to New Environments
• Problem-Solving

• SAFE Registration
• Loan Originator Certification

• Financial Services
• Regulated Customer-Facing Role
• Risk Management
• Branch Operations
• Customer Outreach

• Digital Banking Tools
• Customer Relationship Management Software