Roving Personal Banker Peninsula Gateway

Wells Fargo & Company•Cupertino, CA

21h•$23 - $31•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. The role provides support across multiple branch locations within an assigned geography, building customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with suitable banking products, services, and digital tools to help them manage their finances. The position supports account openings, service requests, and credit applications, and includes cash handling and teller-line activities. The banker works with branch teammates at different locations to provide consistent, high-quality service, using sound judgment and following risk controls and operational standards. The role includes training and coaching and may provide a foundation for longer-term career growth and mobility. The position requires travel throughout the assigned geography and a schedule that includes Saturdays. Employees commute to assigned branch locations for the duration of each assignment and flex between cash handling and customer banking activities. 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 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 locations for the duration of an assignment.
Ability to work a schedule that includes Saturdays.
SAFE registration required at the time of employment; Wells Fargo initiates 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, and additional ongoing screening may apply.

Nice To Haves

Prior experience in financial services or another highly regulated customer-facing role, with comfort following structured processes and accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, email, or other channels to strengthen relationships and identify ways to support customers.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful digital 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 customer needs and provide a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Provide personalized banking support at multiple branches in an 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 service quality and adherence to bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Use discovery-based conversations to understand customer needs and connect customers with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
Support account openings, service requests, and credit applications.
Handle cash and perform teller-line activities, processing transactions accurately and following compliance and operational standards.
Use 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.
Coordinate with branch teammates to make seamless handoffs to licensed bankers or other specialists.
Follow applicable policies and regulations, identify and escalate risk concerns, and fulfill risk and compliance obligations.
Travel among assigned branch locations and work a schedule that includes Saturdays.