Associate 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
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities

• 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 through active listening, follow-up, and consistent engagement
• Comfort initiating outreach through calls, emails, or other channels
• Comfort with digital tools and technology and ability to quickly 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 while identifying and escalating risk concerns
• Ability to travel 100% of the time within assigned geography
• Ability to commute to assigned branch location(s) for the duration of the assignment
• Ability to work a schedule that includes Saturdays
• SAFE registration required at the time of employment;
  Wells Fargo will initiate the process after the start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• 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 while ensuring compliance with operational standards. Proficient in using digital tools to enhance customer experiences and support branch operations.

• Customer Relationship Management
• Financial Services Experience
• Active Listening
• Digital Tools Proficiency
• SAFE Registration

• Cash Handling
• Transaction Processing
• Account Opening Support
• Credit Application Processing
• Compliance Adherence

• Building Trust-Based Relationships
• Effective Communication
• Collaboration
• Proactive Outreach
• Adaptability

• SAFE Registration

• Financial Services
• Regulated Customer-Facing Role
• Risk Management
• Customer Engagement
• Operational Standards

• Digital Banking Tools
• Customer Relationship Management Software