Roving Personal Banker Marin County

Wells Fargo•Belvedere, CA

3d•$23 - $31•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 in an assigned geography, building customer relationships and supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with relevant banking products, services, and digital tools. The position supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver consistent, high-quality customer service. It requires flexibility across changing branch environments, a strong service mindset, sound judgment, teamwork, and adherence to operational and compliance standards. Wells Fargo provides training and coaching, and the role is presented as a foundation for career growth and mobility. The position 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 the time of employment; Wells Fargo initiates the process after the start date. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Ability to travel 100% of the time within the assigned geography and commute to assigned branch locations for the duration of each assignment.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including 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 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 customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them 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 at multiple branches in the assigned geographic area, covering banker and teller absences and temporarily filling open positions as needed.
Adapt to different branch environments, teams, and customer needs while maintaining consistent service quality and bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Use 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 support customer and business goals.
Support everyday banking needs, including account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, accurately processing transactions while 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 other specialists so customers are connected with appropriate expertise.
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as required.