Roving Personal Banker

Wells Fargo

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

Posted 10/9/2026full-timeMiami • Florida • 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, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingFinancial Services ExperienceDigital Tools ProficiencySAFE Registration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash HandlingAccount OpeningsService RequestsCredit ApplicationsTransaction Processing

Soft Skills

Active ListeningBuilding TrustCollaborationCustomer EngagementAdaptability

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleRisk ControlsCustomer Needs AssessmentLoan 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 and meaningful conversations
Conduct 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 and process transactions accurately
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support

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 through active listening, follow-up, and consistent engagement
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 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 the time of employment; Wells Fargo initiates the process after the start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
Must meet standards related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
10% pay differential