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Wells Fargo

Diversified financial services: banking, lending, investments

Roving Associate Personal Banker

Retail & Commercial BankingPosted on Nov 12
Full-time

About the Job

Requirements

  • At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Prior SAFE registration is required at the time of employment; Wells Fargo will initiate the registration process after the start date.
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.
  • Ability to travel 100% of the time within the assigned geography and commute to assigned branch locations for the duration of each assignment, in line with company policy.
  • Ability to work a schedule that includes Saturdays.

Responsibilities

  • Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed.
  • Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards.
  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead discovery-driven conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
  • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including account openings, service requests, and credit applications.
  • Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
  • Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise.
  • Flex between cash handling and customer banking activities to support branch operations, with an emphasis on service through account openings and ongoing account support.
  • Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues and make sound risk decisions commensurate with the business unit's risk appetite.

Desired Qualifications

  • Prior experience in financial services or a highly regulated customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating outreach through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
  • Comfort with digital tools and technology, including the ability to quickly learn new systems and guide customers in adopting capabilities that enhance their banking experience.
  • Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
  • Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless customer experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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