Roving Personal Banker

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

Posted 9/25/2026full-timeShorewood • Wisconsin • United StatesJuniorWebsite

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
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 accurately process transactions
Use digital tools and technologies to enhance the 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

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 quickly 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 the assigned geography
Ability to work Saturdays
SAFE registration required at time of employment; Wells Fargo initiates the process after 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

Comp & perks