Personal Banker, Roving

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 9/22/2026full-timeNew York City • New York • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and risk management standards. Proficient in utilizing digital tools to enhance customer experience and effectively connect clients with appropriate banking solutions.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer InteractionAccount OpeningService RequestsCredit ApplicationsTransaction Processing

Soft Skills

Building TrustProactive CommunicationCollaborationAdaptabilityProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleRisk ControlsCustomer Needs Assessment

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
Build customer relationships through proactive conversations and outreach
Lead discovery-driven conversations to understand customer needs
Connect customers with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make referrals to meet customer and business goals
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
Coordinate handoffs to licensed bankers and other specialists

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 is desired
Experience building trust-based customer relationships is desired
Comfort initiating outreach through calls, emails, or other channels is desired
Comfort with digital tools and technology and ability to learn new systems is desired
Ability to identify customer needs and connect them to appropriate solutions is desired
Ability to collaborate with teammates and partners is desired
Ability to follow policies and regulations and escalate risk concerns is desired
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 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
Must comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
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 eligibility
Incentive opportunities may be available