Roving Personal Banker Northwest Houston District

Wells Fargo Bank•Tomball, TX
•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 within an assigned geography, covering for banker and teller absences and temporarily filling open positions. The banker builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, learning about customers’ goals and connecting them with relevant banking products, services, and digital tools. The position supports account openings, service requests, credit applications, cash handling, and teller-line transactions while working with branch teammates to provide a consistent, high-quality customer experience. Success requires a strong service mindset, sound judgment, flexibility, effective teamwork, and compliance with bank standards and risk controls. Wells Fargo provides training and coaching, and describes the role as a foundation for long-term growth and career mobility. The position requires travel throughout the assigned geography and a schedule that includes Saturdays. The employee must commute to assigned branch locations for the duration of each assignment. 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 experience demonstrated through work, 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 assignments.
  • 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 financial responsibility, character, fitness, and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply.

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 and ability to learn systems quickly and guide customers in adopting relevant capabilities.
  • Ability to identify customer needs and connect customers with 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.
  • 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 as needed.
  • Adapt to different branch environments, teams, and customer needs while maintaining 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 customers with relevant 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 meeting compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance the 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.
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