Roving Personal Banker Marin County Novato

Wells Fargo Bank•Novato, CA

1d•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. This front-line role supports customers across multiple branch locations in an assigned geography, building relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent customer experience. It requires a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. Wells Fargo provides training and coaching, and the role offers exposure to a large financial institution and opportunities for career growth and mobility. The position covers banker and teller absences and may temporarily fill open positions. It includes cash handling and teller-line activities as well as customer banking support, with an emphasis on account openings and ongoing account support. The employee must travel 100% of the time within the assigned geography, commute to assigned branches for the duration of assignments, and work a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, without including the credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The listed posting locations are branches in Corte Madera, Greenbrae, Novato, Mill Valley, San Rafael, Point Reyes Station, San Anselmo, Belvedere, and Petaluma, California. The base pay range is $23.00–$31.00 per hour, with a 10% pay differential for this job profile. Pay may vary based on factors such as performance, skills, experience, and work location; employees may also be eligible for incentive opportunities.

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 location(s) 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 comply with 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 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 through 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 banking 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 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 branches in the assigned geography, 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 adherence to bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
Lead 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 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, 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.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists so customers are connected with appropriate expertise.
Travel within the assigned geography and commute to assigned branch locations for the duration of assignments.
Flex between cash handling and customer banking activities to support branch operations, emphasizing account openings and ongoing account support.