Roving Personal Banker

Wells Fargo

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

Posted 9/18/2026full-timeGonzales • 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 financial services, with a strong ability to connect customer needs to appropriate banking solutions. Proficient in cash handling, compliance with regulations, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingFinancial Services ExperienceCompliance with RegulationsDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsTransaction ProcessingCustomer Needs IdentificationRisk Control ComplianceLoan Originator RequirementsSAFE RegistrationFinancial Services Knowledge

Soft Skills

Active ListeningBuilding Trust-Based RelationshipsProactive CommunicationCollaborationAdaptability

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleBranch OperationsCustomer OutreachRisk Management

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
Connect customers with relevant 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 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 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
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 to resolve needs
Ability to follow policies and regulations and identify 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 time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
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
Career growth and mobility opportunities
Equal opportunity employment
Medical accommodation support during recruitment or interview
Drug-free workplace