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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. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with RegulationsFinancial Services Experience
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 HandlingAccount OpeningService RequestsCredit ApplicationsRisk Control Compliance
Soft Skills
Building Trust-Based RelationshipsProactive CommunicationCollaboration with TeammatesAdaptability to New EnvironmentsInitiating Outreach
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Compliance
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulatory ComplianceBranch OperationsCustomer Needs Assessment
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
- Lead 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 maintaining compliance and operational standards
- 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
- Support branch operations by flexing 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 is desired
- Experience building trust-based customer relationships is desired
- Comfort initiating outreach through calls, emails, or other channels is desired
- Demonstrated comfort with digital tools and technology is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Proven ability to collaborate with teammates and partners is desired
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
- Ability to travel 100% of the time within assigned geography
- Ability to commute to assigned branch location(s) for the duration of the assignment
- Ability to work a schedule that includes Saturdays
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
- Must satisfy standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- 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% hourly base pay differential increase eligible for this location and position
- Incentive opportunities may be available