Roving Personal Banker Northwest Houston District

Wells Fargo & Company•Tomball, TX

3d•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 assisting with everyday banking 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, while coordinating with branch teammates across locations to provide a consistent customer experience. It requires flexibility in changing branch environments, sound judgment, teamwork, and adherence to bank standards. Wells Fargo provides training and coaching, and describes the position as a foundation for long-term growth and career mobility. The position requires travel throughout the assigned geography, commuting to assigned branch locations for the duration of assignments, and a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards. 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, 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 Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background.
Ability to follow policies and regulations, comply with risk controls, and identify and escalate risk concerns.
This 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 by phone, email, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort using digital tools and technology, quickly learning new systems, and guiding customers in adopting banking 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 deliver a seamless experience.

Responsibilities

Provide personalized banking support at multiple branch locations in the assigned geography, 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 compliance with bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Lead 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, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to improve the customer experience and support changing 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 risk and compliance programs, escalate issues, and make sound risk decisions.
Travel within the assigned geography and commute to assigned branches for the duration of each assignment.
Work a schedule that includes Saturdays and flex between cash handling and customer banking activities.