Roving Personal Banker

Wells Fargo

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

Posted 10/27/2026full-timeNorth Charleston • South Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing personalized banking support, building trust-based customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance, and operational standards while effectively collaborating with branch teammates.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer InteractionAccount Opening SupportService Request ManagementCredit Application ProcessingRisk Control Compliance

Soft Skills

AdaptabilityCollaborationProactive CommunicationTrust BuildingProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleBranch OperationsCustomer Banking Activities

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 supporting financial well-being
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
Experience building trust-based customer relationships
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
Ability to follow policies and regulations and escalate risk concerns
Ability to travel 100% of the time within the assigned geography
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 comply with Wells Fargo policies
Must satisfy financial responsibility, character, fitness, and criminal background standards
This 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
10% pay differential eligibility
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace