Roving Personal Banker Countyline District

Wells Fargo•Oak Park, CA
•$23 - $31•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 in an assigned geography, covering 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 relevant banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, and includes cash handling and teller line activities. The banker works with branch teammates across locations to provide consistent, accurate, compliant service, exercise sound judgment within risk controls, and make appropriate referrals to licensed bankers or specialists. Wells Fargo provides training and coaching, and the role offers exposure to a large financial institution and opportunities for career growth. The position requires travel throughout the assigned geography and a schedule that includes Saturdays. It is not eligible for visa sponsorship. SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee's start date.

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 initiates 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.

Nice To Haves

  • Prior experience in financial services or a highly regulated customer-facing role, demonstrating comfort with structured processes, 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, ability to learn new systems quickly, and confidence guiding customers in adopting banking capabilities.
  • Ability to identify customer needs and connect them with appropriate solutions, including referrals when additional expertise is needed.
  • Ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
  • 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 customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
  • Lead discovery-based 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 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 while exercising sound judgment within defined risk controls.
  • Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.

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
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