Personal Banker - Roving Helena

Wells Fargo•Helena, MT

3d•Onsite

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 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 while coordinating with branch teammates to deliver consistent customer service. The role requires flexibility across branch environments, sound judgment, teamwork, and adherence to bank standards and risk controls. It provides training and coaching and is described as a foundation for long-term growth and career mobility. The position supports various branches in the Helena, Montana district. It requires travel throughout the assigned geography and a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the employee’s start date. The position is not eligible for visa sponsorship. The job profile is eligible for a 10% pay differential.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
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 the time of employment; Wells Fargo initiates the registration process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo 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.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, with comfort handling structured processes, 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 using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting relevant capabilities.
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 needs and deliver a seamless customer experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Provide personalized banking support across multiple branch locations, 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 compliance with bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Conduct discovery-driven conversations to 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support evolving banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
Flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and support remediation of issues.