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Roving Personal Banker
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 strong customer relationship management skills, with the ability to identify customer needs and connect them to appropriate banking solutions. Proficient in cash handling, compliance, and operational standards while utilizing digital tools to enhance customer experience.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance StandardsDigital Tools ProficiencyFinancial Services Experience
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 RequestsCredit ApplicationsRisk Management
Soft Skills
Building Trust-Based RelationshipsCollaborationProactive CommunicationAdaptabilityCustomer Engagement
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Compliance
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleOperational StandardsCustomer 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 while maintaining service quality and bank standards
- Build customer relationships through proactive conversations supporting financial well-being and engagement
- Lead discovery-driven conversations to understand customer needs and connect them with 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 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
- Coordinate handoffs to licensed bankers or other 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 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 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 start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
- Must satisfy standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- This 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 may be available