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Wells Fargo

Diversified financial services: banking, lending, investments

Roving Associate Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
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 experience in financial services or a highly regulated customer-facing role is desired, with comfort following structured processes and accuracy and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement is desired.
  • Comfort initiating outreach through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs is desired.
  • Comfort using digital tools and technology, quickly learning new systems, and guiding customers in adopting capabilities that enhance their banking experience is desired.
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, is desired.
  • Ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience is desired.
  • Ability to follow policies and regulations while identifying and escalating risk concerns is desired.
  • Ability to travel 100% of the time within the assigned geography and commute to assigned branch locations for the duration of assignments.
  • Ability to work a schedule that includes Saturdays.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and comply with policies relating to financial responsibility, character, fitness, and criminal background; credit report review and ongoing screening may apply.

Responsibilities

  • Provide personalized banking support across multiple branch locations in an assigned geographic area, covering banker and teller absences and temporarily filling open positions as needed.
  • Adapt to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards.
  • Build 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, processing transactions accurately while maintaining compliance and operational standards.
  • 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 handoffs to licensed bankers or specialists and connect customers to the appropriate expertise.
  • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on service through account openings and ongoing account support.

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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