About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) for its National Branch Network. The role provides support across multiple branch locations within an assigned geography, building customer relationships and helping customers meet everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The banker works with branch teammates across locations to deliver consistent, accurate, compliant service and coordinate connections to licensed bankers or specialists. The role requires flexibility to adapt to different branches and customer needs, sound judgment, and adherence to risk controls. Wells Fargo describes the position as a foundation for career growth, supported by training and coaching. The role requires travel throughout the assigned geography, commuting to assigned branches for the duration of each assignment, and a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. The position is not eligible for visa sponsorship.

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish and English.
  • 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.
  • Pass the required language assessment.
  • Obtain SAFE registration at the time of employment; Wells Fargo will initiate the process after the start date.
  • Meet applicable Loan Originator/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
  • Comply with Wells Fargo policies, including applicable risk and compliance requirements.

Nice To Haves

  • 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 by calls, emails, or other channels to strengthen relationships and identify opportunities to support customers.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful capabilities.
  • Ability to identify customer needs and connect them to suitable solutions, including referrals when additional expertise is needed.
  • Proven ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

  • Provide personalized banking support across multiple branch locations in an assigned geographic area, covering for banker and teller absences and temporarily filling open positions.
  • 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 engagement.
  • Understand customer needs and connect customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make 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 and 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 and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates on handoffs to licensed bankers or specialists so customers reach the appropriate expertise.
  • Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support.
  • Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Training and coaching
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