Roving Personal Banker

Wells Fargo

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

Posted 10/7/2026full-timeHouston • Texas • 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 personalized banking support, with a strong focus on compliance, cash handling, and effective use of digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

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 HandlingTransaction ProcessingAccount OpeningService Request ManagementCredit Application Support

Soft Skills

Customer OutreachCollaborationTrust BuildingAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing ExperienceRisk ManagementCompliance

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 to understand customer needs and connect them with banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support account openings, service requests, and credit applications
Perform cash handling and teller line activities while processing transactions accurately and maintaining compliance
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
Commute to assigned branch locations for the duration of assignments and 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
Ability to travel 100% of the time within 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 related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship
Prior financial services or highly regulated customer-facing experience desired
Experience building trust-based customer relationships desired
Comfort initiating customer outreach desired
Comfort with digital tools and technology desired
Ability to identify customer needs and connect them to appropriate solutions desired
Collaboration with teammates and partners desired
Ability to follow policies and regulations and escalate risk concerns desired

Benefits

Comp & perks

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