Roving Personal Banker ROVING Perimeter Area GA

Wells Fargo Bank•Dunwoody, GA
•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 geography. The banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, learns about customers’ goals, and connects them with banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to provide a consistent, high-quality customer experience. The position covers banker and teller absences and temporarily fills open positions as needed. The banker adapts to changing branch environments, performs cash handling and teller activities, and provides accurate, compliant service within defined risk controls. Wells Fargo describes the position as a foundation for long-term growth and career mobility, supported by training and coaching. Travel is required throughout the assigned geography, and the schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. The role 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 an assignment.
  • 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 policies, including standards related to financial responsibility, character, fitness, and criminal background.
  • Compliance with Wells Fargo policies and applicable risk and regulatory requirements, including sound risk decisions and timely escalation of concerns.

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 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 capabilities.
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
  • Proven ability to collaborate with teammates and partners to resolve needs and provide a seamless customer experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

  • Provide personalized banking support across multiple branches in the assigned geographic area, covering banker and teller absences and temporarily filling open positions.
  • Adapt to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards.
  • Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including account openings, service requests, and credit applications.
  • Perform cash handling and 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.
  • Travel within the assigned geography and work a schedule that includes Saturdays.
  • Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support.
  • Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as required.
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