Roving Personal Banker

Wells Fargo

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

Posted 9/30/2026full-timeAtlanta • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions. Proficient in cash handling and compliance within a regulated environment, while effectively utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingFinancial Services ExperienceDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsCustomer Needs AssessmentSolution PromotionRegulatory ComplianceRisk Management

Soft Skills

Building Trust-Based RelationshipsProactive CommunicationCollaborationAdaptability

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulated EnvironmentLoan Originator Requirements

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
Understand customer needs and connect them with banking products, services, and solutions
Drive branch growth through referrals and solution promotion
Support account openings, service requests, and credit applications
Perform cash handling and teller line activities
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
Flex 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
Experience building trust-based customer relationships
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 escalate 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 the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Subject to credit report review and ongoing screening
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
10% pay differential