Roving Personal Banker Sedona and Cottonwood, AZ

Wells Fargo•Cottonwood, AZ
•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network, supporting multiple branches across an assigned geographic area. This front-line role builds 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 role supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent customer experience. It requires flexibility across changing branch environments, sound judgment, strong service, and teamwork. The position provides training and coaching and can serve as a foundation for long-term career growth and mobility. The employee travels throughout the assigned geography, covering banker and teller absences and temporarily filling open positions. They support branch operations through both cash-handling and customer-banking activities, with an emphasis on account openings and ongoing account support. The schedule 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 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. The position is not eligible for visa sponsorship.

Requirements

  • At least 6 months of experience interacting with customers, or equivalent experience demonstrated through work, 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 assignments.
  • 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 Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
  • The position is not eligible for visa sponsorship.

Nice To Haves

  • Prior financial services experience or experience in 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 phone, email, 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 ability to guide customers in using digital capabilities.
  • Ability to identify customer needs and connect them with appropriate solutions, including referrals when additional expertise is needed.
  • 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 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 following bank standards.
  • Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Use discovery-driven conversations to understand customer needs and connect them with relevant banking 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.
  • Handle cash and perform teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to improve the 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.
  • Travel within the assigned geography and commute to assigned branches for the duration of each assignment.
  • Flex between cash handling and customer banking activities to support branch operations.
  • Follow applicable risk programs, policies, and procedures; identify and escalate risk and compliance concerns.

Benefits

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