Roving Personal Banker San Antonio West District

Wells Fargo & Company•Fredericksburg, TX

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 support across multiple branch locations within an assigned geography, building customer relationships and supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with relevant 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 works with branch teammates across different locations to deliver consistent, high-quality service while adapting to changing branch environments. Success requires a strong service mindset, sound judgment, flexibility, teamwork, and adherence to risk controls and bank standards. Wells Fargo provides training and coaching, and the role offers exposure to the institution and a foundation for career growth. The position requires travel throughout the assigned geography and a schedule that includes Saturdays. The employee will commute to assigned branches for the duration of each assignment and flex between cash handling and customer banking activities. 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 policies, including financial responsibility, character, fitness, and criminal-background standards. A credit report may be reviewed, 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 assignments.
Ability to work a schedule that includes Saturdays.
Ability to flex between cash handling and customer banking activities, including account openings and ongoing account support.
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 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 relevant capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve needs and deliver 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 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 adherence to bank standards.
Build lasting 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.
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 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 reach the appropriate expertise.
Follow applicable risk programs, policies, and procedures; identify, escalate, and remediate risk and compliance issues as required.