Roving Personal Banker Medford

Wells Fargo•Medford, OR

1d•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 geographic area, building customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with appropriate banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while working with branch teammates across different locations to deliver a consistent customer experience. It requires a service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. The position offers exposure to a large financial institution and a foundation for career growth, supported by Wells Fargo training and coaching. The employee will travel within the assigned geography, commute to assigned branches for the duration of each assignment, and work a schedule that includes Saturdays. They will flex between cash-handling and customer banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at employment; Wells Fargo will initiate the registration 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 assignments.
Ability 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.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, with familiarity with structured processes, accuracy, and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort using 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 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 branch locations 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 consistent service quality and adhering to bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
Lead discovery-based conversations to understand customer needs and connect them 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.