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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 expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions while ensuring compliance with operational standards. Proficient in using digital tools to enhance customer experience and support branch operations.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration
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 HandlingTransaction ProcessingCustomer Needs IdentificationAccount Opening SupportCredit Application Processing
Soft Skills
Building Trust-Based RelationshipsEffective CommunicationCollaborationProactive OutreachAdaptability
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleRisk ControlsOperational StandardsLoan 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
- Conduct discovery-driven conversations to understand customer needs
- Connect customers with relevant banking products, services, and solutions
- Identify opportunities, promote solutions, and make appropriate referrals
- Support account openings, service requests, and credit applications
- Perform cash handling and teller line activities
- Process transactions accurately while maintaining compliance and operational standards
- 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 desired
- Experience building trust-based customer relationships desired
- Comfort initiating outreach through calls, emails, or other channels desired
- Comfort with digital tools and technology and ability to learn new systems desired
- Ability to identify customer needs and connect them to appropriate solutions desired
- Ability to collaborate with teammates and partners desired
- Ability to follow policies and regulations and escalate risk concerns desired
- Ability to travel 100% of the time within the assigned geography
- Ability to commute to assigned branch locations for the duration of assignments
- Ability to work a schedule including 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
- Must meet standards related to financial responsibility, character, fitness, and criminal background
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- 10% pay differential eligibility
- 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
- Training and coaching
- Incentive opportunities may be available