Roving Personal Banker - Boise Metro

Wells Fargo•Eagle, ID

4d•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) for its National Branch Network. This front-line role provides banking support across multiple branch locations within an assigned geography, covering banker and teller absences and temporarily filling open positions. The banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, learns about customers’ goals, and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The banker adapts to different branch environments and teams while delivering consistent, accurate, compliant service and collaborating with teammates to connect customers to licensed bankers or other specialists. The position requires travel throughout the assigned geography, commuting to assigned branches for the duration of assignments, and a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. 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, 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 will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal-background standards.
Ability to follow policies and regulations and comply with risk and operational standards.

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 ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect customers with 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 within 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 following 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 banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists.
Travel throughout the assigned geography and commute to assigned branch locations for the duration of assignments.
Flex between cash-handling and customer-banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance requirements, and identify, escalate, and remediate issues as appropriate.