Roving Personal Banker

Wells Fargo

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

Posted 9/30/2026full-timeMiami • Florida • 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, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingBilingual Proficiency in Spanish/EnglishSAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsCompliance StandardsDigital Tools ProficiencyCustomer Needs IdentificationRisk ControlBanking Products KnowledgeFinancial Services Experience

Soft Skills

Building Trust-Based RelationshipsProactive CommunicationCollaborationAdaptabilityInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleCustomer OutreachBranch OperationsLoan 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 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 support branch growth
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 while exercising sound judgment within risk controls
Coordinate handoffs to licensed bankers and other specialists
Commute to assigned branch locations for the duration of assignments
Flex 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 desired
Experience building trust-based customer relationships desired
Bilingual speaking and listening proficiency in Spanish/English 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 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 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
10% pay differential
Training and coaching
Career growth and mobility opportunities
Medical accommodation support during recruitment
Drug-free workplace