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
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant 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 experiences
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Flex between cash handling and customer banking activities to support branch operations

• 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 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 elevate risk concerns
• Ability to travel 100% of the time within the assigned geography
• Ability to work a schedule that includes Saturdays
• SAFE registration required at time of employment;
  Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must satisfy financial responsibility, character, fitness, and criminal background standards
• Subject to credit report review and additional ongoing screening
• Not eligible for Visa sponsorship

Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customers to appropriate banking solutions while ensuring compliance with regulations. Proficient in using digital tools to enhance customer experiences and support branch operations.

• Customer Relationship Management
• Financial Services Experience
• Digital Tools Proficiency
• Compliance Adherence
• Active Listening

• Cash Handling
• Transaction Processing
• Account Opening Support
• Service Request Management
• Credit Application Processing

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

• SAFE Registration
• Loan Originator Certification

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

• Digital Banking Tools
• Customer Relationship Management Software