Full-Time

Associate Roving Personal Banker

Safe, Kalispell

Posted on 11/1/2025

Deadline 11/12/25
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

No salary listed

No H1B Sponsorship

Kalispell, MT, USA

In Person

Category
Finance & Banking (1)
Required Skills
Data Analysis
Requirements
  • 4+ years of banking, financial services or branch network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Ability to travel upwards of 50% of the time within assigned geography
  • This position is not eligible for Visa sponsorship.
Responsibilities
  • Coach, develop, and influence assigned Roving Banker team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Act as the partner to the District Managers and branch managers on trends, recognizing gaps and creating strategic solutions for regions
  • Assess and leverage all National Branch Network reporting data in combination with observation to inform coaching and recommendations at region, district, and branch levels for improved performance
  • Be an expert resource on tools and initiatives utilized by National Branch Network and employees such as plan my day, as well as help more and engage more activities
  • Maximize banker success by ensuring frequent opportunity to further skill, knowledge and acumen of the behavior framework, and other topics as introduced to the National Branch Network
  • Manage and execute on resource allocation in alignment with strategic goals for optimal National Branch Network performance, to include but not limited to managing staffing requests and scheduling adjustments
  • Provide support structure across assigned National Branch Network region as needed
  • Establish strong relationship and partnerships with branch management
Desired Qualifications
  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Success at managing a remote workforce and navigating a matrixed environment
  • Experience allocating workforce within assigned district to ensure optimal branch coverage
  • Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
  • Understanding the behavior framework, the management cycle, and how it ties to business growth
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
  • Experience leading implementation strategies on utilization of innovative branch banking tools and contact management systems
  • Knowledge and understanding of banking industry laws and regulations, compliance, controls, risk management and loss prevention
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Federal Reserve lifted 2018 asset cap on June 3, 2025, enabling deposit and investment growth.
  • Wells Fargo Securities arranged $1.45 billion ICF International credit deal in 2026.
  • Firm ranked No. 33 on Fortune’s 2025 list of America’s largest corporations.

What critics are saying

  • JPMorgan Chase captures 15% more small business deposits via AI loans in Q1 2026.
  • Rocket Mortgage cuts Wells Fargo’s 25% mortgage share to 18% with app approvals.
  • Chime drains $5B+ deposits from millennials using 4.5% APY no-fee accounts.

What makes Wells Fargo unique

  • Wells Fargo originates one in four U.S. home loans as second-largest retail mortgage lender.
  • Company operates 8,050 branches and 13,000 ATMs for unmatched physical retail presence.
  • Wells Fargo serves 70 million customers across 35 countries with diversified financial services.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

Company News

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Apr 13th, 2026
Donaldson secures $400M credit facility to fund growth and acquisitions

Donaldson Company has entered into a three-year, unsecured delayed draw term loan credit facility of $400 million with a syndicate of lenders led by Wells Fargo Bank. The facility, signed on 8 April 2026, has no current borrowings and includes covenants on interest coverage and adjusted debt-to-EBITDA ratios. The committed borrowing capacity provides Donaldson with additional financial flexibility to fund future growth initiatives or acquisitions whilst maintaining balance sheet discipline. The announcement follows the appointment of Richard S. Lewis as chief executive officer and director, effective 2 March 2026. Analysts project the filtration company's revenue to reach $4.3 billion and earnings of $564.5 million by 2029, requiring 5% annual revenue growth. However, investors face risks from potential margin pressure due to rising input costs and tariffs.

Yahoo Finance
Apr 13th, 2026
Wells Fargo Q1 earnings: revenue expected to grow 7.6% year on year

Wells Fargo will announce its first-quarter earnings on Tuesday before market hours. Analysts expect the company's revenue to grow 7.6% year on year, reversing the 3.5% decrease recorded in the same quarter last year. Last quarter, Wells Fargo reported revenues of $21.37 billion, up 4.4% year on year, but slightly missed analysts' expectations for both revenue and net interest income. The company has missed Wall Street's revenue estimates multiple times over the past two years. Analysts have largely reconfirmed their estimates over the past 30 days. Wells Fargo shares have risen 12.7% over the last month, outperforming the banking sector's 8.5% average gain. The company will be the first amongst its peers to report earnings this season.

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