Roving Personal Banker Boynton Lake Worth District

Wells Fargo•Lake Worth, FL

2d•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. The role supports 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 appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent customer experience. It requires flexibility across changing branch environments, a strong service mindset, sound judgment, teamwork, and adherence to bank standards. The position provides training and coaching and is described as a foundation for long-term career growth and mobility. The role requires travel throughout the assigned geography and commuting to branch locations for the duration of assignments. The schedule includes Saturdays, and duties flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo initiates the 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 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. A credit report may be reviewed, excluding the credit score, and ongoing screening may apply.
Follow applicable policies and regulations, meet risk and compliance obligations, and identify and escalate concerns.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
Bilingual speaking and listening proficiency in Spanish and English.
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 ways to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them with appropriate 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 across multiple branch locations, covering banker and teller absences and temporarily filling open positions as needed.
Adapt to different branch environments, teams, and customer needs while maintaining service quality and following bank standards.
Build customer relationships through proactive, meaningful conversations that support financial well-being and engagement.
Conduct 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 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 following compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experience and support 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 programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify and escalate concerns and remediate issues as appropriate.