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Personal Banker – Roving
Wells Fargo. Provide personalized banking support across multiple branch locations within an assigned geographic area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management and banking operations, with a strong focus on cash handling, compliance, and the use of digital tools to enhance customer experience. Proven ability to adapt to various branch environments and collaborate effectively with team members to drive branch growth.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with RegulationsCollaboration with Teammates
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash HandlingAccount OpeningService Requests ProcessingCredit Applications SupportTransaction Processing
Soft Skills
Building Trust-Based RelationshipsInitiating OutreachIdentifying Customer NeedsFlexibility in RolesEffective Communication
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleBranch OperationsRisk ControlsCustomer Banking Activities
About the role
Key responsibilities & impact- 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
- Lead discovery-driven conversations to understand customer needs and connect them with 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 and accurately process transactions
- Use and adopt digital tools to enhance customer experience
- Deliver accurate, compliant service within defined risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
- Support branch operations by flexing between cash handling and customer banking activities
Requirements
What you’ll need- 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 (desired)
- Experience building trust-based customer relationships (desired)
- Comfort initiating outreach through calls, emails, or other channels (desired)
- Comfort with digital tools and technology and ability to learn new systems (desired)
- Ability to identify customer needs and connect them to appropriate solutions (desired)
- Ability to collaborate with teammates and partners (desired)
- Ability to follow policies and regulations and escalate risk concerns (desired)
- Ability to travel 100% of the time within the assigned geography
- Ability to commute to assigned branch locations for the duration of assignments
- Availability to work schedules that include Saturdays
- Ability to flex between cash handling and customer banking activities
- 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 concerning financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- 10% pay differential
- Incentive opportunities