Roving Personal Banker Northwest Houston District

Wells Fargo•Tomball, TX

1d•Onsite

About The Position

Wells Fargo is hiring a Roving Associate Personal Banker (SAFE) for its National Branch Network. This front-line role supports multiple branches within an assigned geographic area, 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 about customers’ goals, and connects them with appropriate banking products, services, and digital tools. The role supports account openings, service requests, credit applications, cash handling, and teller-line transactions. It requires adapting to different branch environments and teams while providing accurate, compliant service and working collaboratively to connect customers with licensed bankers or other specialists. The position includes travel throughout the assigned geography, work schedules that include Saturdays, and flexible support across cash-handling and customer-banking activities. 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 demonstrated through work experience, 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 each assignment.
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 comply with Wells Fargo policies and procedures 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 accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by phone, email, 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 ability to guide customers in adopting useful 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 while identifying and escalating risk concerns.

Responsibilities

Provide personalized banking support across multiple branch locations in the assigned geographic area, covering banker and teller absences and temporarily filling open positions.
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.
Conduct discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
Support 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 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.
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on account openings and ongoing account support.
Follow applicable risk programs, policies, and procedures; identify and escalate risk concerns and remediate issues as required.