Roving Personal Banker Upper Manhattan

Wells Fargo•New York, NY
•$23 - $31•Onsite

About The Position

Wells Fargo is hiring 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 with 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 role supports account openings, service requests, and credit applications while collaborating with branch teammates across locations to deliver consistent customer service. It requires a service mindset, sound judgment, flexibility, teamwork, and adherence to bank standards in changing branch environments. Wells Fargo provides training and coaching, and describes this role as a foundation for longer-term career growth and mobility. The position requires travel throughout the assigned geography and work schedules that include Saturdays. The employee will commute to assigned branch locations for the duration of assignments, and will flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. The position is not eligible for Visa sponsorship. The stated base pay range is $23.00–$31.00, and the job profile is eligible for a 10% pay differential. Incentive opportunities may also be available.

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • 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 process after the start date.
  • Loan Originators must meet LO/CFPB requirements and 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 following structured processes and 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 customer needs.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful digital 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 provide 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 different branch environments, teams, and customer needs while maintaining service quality and adherence to 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 products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to support branch growth and 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 in compliance with operational standards.
  • Use and adopt digital tools and technologies to enhance the customer experience and support banking needs.
  • Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates on handoffs to licensed bankers or other specialists.
  • Support branch operations by flexing between cash handling and customer banking activities, including account openings and ongoing account support.
  • Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as required.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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