Roving Personal Banker Capitol of Texas District

Wells Fargo•Austin, TX
•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join its National Branch Network. This front-line role provides support across multiple branch locations within an assigned geography, covering for 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 appropriate 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 changing branch environments and teams while maintaining consistent service, compliance, and operational standards. The position offers exposure to a large financial institution and a foundation for long-term career growth, supported by Wells Fargo training and coaching. The role requires travel throughout the assigned geography and 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. The position is not eligible for Visa sponsorship.

Requirements

  • At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, 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 an assignment.
  • Availability 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 policies concerning financial responsibility, character, fitness, and criminal background.
  • Ability to follow policies and regulations, identify and escalate risk concerns, and exercise sound judgment within defined controls.
  • 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 relevant capabilities.
  • Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
  • Proven ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

  • Provide personalized banking support across multiple branch locations within an assigned geographic area, covering banker and teller absences and temporarily filling open positions.
  • 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 customer and business goals.
  • Support everyday banking needs, including account openings, service requests, and credit applications.
  • Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance customer experience and support 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.
  • Follow applicable policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues appropriately.
  • Travel within the assigned geography and work a schedule that includes Saturdays.
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