Roving Personal Banker

Wells Fargo

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

Posted 9/30/2026full-timePasadena • Maryland • United StatesJunior💰 $21 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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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, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencySAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsTransaction Processing

Soft Skills

Customer OutreachBuilding TrustCollaborationAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleRisk ControlsCustomer Needs IdentificationLoan 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 while maintaining service quality and bank standards
Build customer relationships through proactive conversations and outreach
Conduct discovery-driven conversations and connect customers with relevant 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 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
Flex between cash handling and customer banking activities to support branch operations

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 preferred
Experience building trust-based customer relationships preferred
Comfort initiating outreach through calls, emails, or other channels preferred
Comfort with digital tools and technology, and ability to quickly learn new systems preferred
Ability to identify customer needs and connect them to appropriate solutions preferred
Ability to collaborate with teammates and partners preferred
Ability to follow policies and regulations and escalate risk concerns preferred
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 the start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
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 eligibility
Incentive opportunities may be available