Roving Personal Banker South East Metro

Wells Fargo•Stone Mountain, GA
•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 in 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 performs cash handling and teller activities. The banker works with branch teammates across locations to deliver consistent, high-quality, compliant service and coordinate handoffs to licensed bankers or other specialists. The role requires adapting to changing branch environments, using sound judgment within defined risk controls, and supporting customer and business goals. Wells Fargo provides training and coaching, and describes the role as a foundation for long-term career growth and mobility. The position requires travel 100% of the time within the assigned geography, commuting to assigned branch locations for the duration of assignments, and working a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the process after the employee’s start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, 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.
  • 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 initiates the process after the start date.
  • Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
  • The position is not eligible for Visa sponsorship.

Nice To Haves

  • Prior experience in financial services or a highly regulated customer-facing role, including 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 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 appropriate solutions, including referrals when additional expertise is needed.
  • 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, 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 engagement.
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant 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 customer experience and support evolving banking needs.
  • Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
  • Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists so customers reach the appropriate expertise.
  • Follow applicable policies and regulations, fulfill risk and compliance obligations, and escalate and remediate issues as appropriate.
  • Travel within the assigned geography and work a schedule that includes Saturdays.
  • Flex between cash handling and customer banking activities to support branch operations, with an emphasis on account openings and ongoing account support.
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