Roving Personal Banker Capital District

Wells Fargo•Wallingford, CT

1d•$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 relevant banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, as well as cash handling and teller activities. The employee works with branch teammates at different locations to provide consistent, compliant service and coordinate referrals to licensed bankers or other specialists. The role requires flexibility in changing branch environments, sound judgment, and teamwork. It includes travel throughout the assigned geography, work schedules that include Saturdays, and support for both cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. This 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.
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 Wells Fargo standards related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed, and additional ongoing screening may apply.
Must be able to comply with Wells Fargo policies and risk and compliance requirements.
Not eligible for visa sponsorship.

Nice To Haves

Prior financial services experience or experience in 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 by 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 them to suitable 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 new 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.
Lead discovery 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 in compliance with operational standards.
Use and adopt digital tools and technologies to improve the customer experience and support banking needs.
Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
Coordinate with branch teammates on handoffs to licensed bankers or other specialists.
Travel within the assigned geography and work a schedule that includes Saturdays.
Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk programs, policies, and procedures; escalate and remediate issues as required.