Roving Personal Banker Northern Middlesex District

Wells Fargo Bank•Edison, NJ

3d•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to support customers across multiple branch locations within an assigned geography. The role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, helping customers address everyday banking needs and connect with relevant products, services, and digital tools. The banker supports account openings, service requests, and credit applications, and works with branch teammates to provide a consistent, high-quality customer experience. The position requires flexibility to adapt to different branch environments and teams, sound judgment, a strong service mindset, and effective collaboration. The role covers banker and teller absences and may temporarily fill open positions. It includes both cash handling and customer banking activities, with a focus on account openings and ongoing account support. Wells Fargo provides training and coaching to support development and career mobility. 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 employee's 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.
Ability to travel 100% of the time within the assigned geography.
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 comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.

Nice To Haves

Prior experience in financial services or a highly regulated customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, including the ability to learn new systems quickly and guide customers in adopting relevant capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer 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 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 customer engagement.
Conduct discovery-driven 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.
Perform cash handling and teller line activities, accurately processing transactions while maintaining 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 specialists.
Travel throughout the assigned geography and commute to assigned branch locations for the duration of assignments.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable policies and regulations and identify and escalate risk concerns.