Roving Personal Banker Peninsula Gateway

Wells Fargo Bank•Sunnyvale, CA
•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. This front-line role provides banking support across multiple branch locations in 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; learns customers’ goals; and connects them with suitable banking products, services, and digital tools. The role supports account openings, service requests, credit applications, cash handling, and teller transactions while working with branch teammates to deliver accurate, compliant, and consistent service. The position offers exposure to a large financial institution and a foundation for career growth, with training and coaching. Travel is required throughout the assigned geography, and the schedule includes Saturdays. SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date. The role is not eligible for visa sponsorship. The posting lists a base pay range of $23.00–$31.00 per hour and states that the job profile is eligible for a 10% pay differential. Employees may also be eligible for incentive opportunities.

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 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.
  • Ability to follow policies and regulations, identify and escalate risk concerns, and exercise sound judgment.
  • 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, quickly learning new systems, and guiding customers in adopting useful 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 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 following bank standards.
  • Build customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead discovery-based 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 in accordance with compliance and operational standards.
  • Use and adopt digital tools and technologies to enhance customer experiences 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.
  • Flex between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
  • Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and help remediate issues.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities
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