Roving Personal Banker Sedona and Cottonwood, AZ

Wells Fargo Bank•Sedona, AZ
•Onsite

About The Position

Wells Fargo is hiring 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 supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications and collaborates with branch teammates to deliver consistent, high-quality customer experiences. It requires service-mindedness, sound judgment, flexibility, and effective teamwork across changing branch environments. Wells Fargo provides training and coaching, and the role offers exposure to a large financial institution and a foundation for long-term growth and career mobility. The position requires travel 100% of the time within the assigned geography, commuting to assigned branch locations for the duration of each assignment, and working a schedule that includes Saturdays. The banker will flex between cash-handling and customer-banking activities, with an emphasis on account openings and ongoing account support. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan Originators must meet applicable 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 credit score, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The job profile is eligible for a 10% pay differential.

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 assignments.
  • Ability to work a schedule that includes Saturdays.
  • SAFE registration 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.
  • Must comply with Wells Fargo risk and compliance policies and procedures.
  • 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 meeting 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 using digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting tools that enhance their banking experience.
  • 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 customer needs and deliver a seamless experience.
  • Demonstrated 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 lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead 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 meet 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 the customer experience and support evolving banking needs.
  • Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists.
  • Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.
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