Roving Personal Banker Southwest Houston District

Wells Fargo•Bellaire, TX

1d•Onsite

About The Position

Wells Fargo is seeking 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. The banker builds customer relationships by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach, learning about customers’ goals and connecting them to relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications, and works with branch teammates across locations to deliver a consistent, high-quality customer experience. It requires a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. The position offers exposure to a large financial institution and a foundation for career growth, supported by Wells Fargo training and coaching. The employee must be able to travel 100% of the time within the assigned geography, commute to assigned branches for the duration of each assignment, and work a schedule that includes Saturdays. SAFE registration is required at 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. A credit report may be reviewed, excluding the credit score, 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 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 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 standards related to financial responsibility, character, fitness, and criminal background.
Must comply with Wells Fargo policies and applicable risk and compliance requirements.

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 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 digital capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
Ability to follow policies and regulations and identify and escalate 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 following bank standards.
Build 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 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, processing transactions accurately and 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 and exercise sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists so customers can access appropriate expertise.
Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and help remediate issues.