Roving Personal Banker

Wells Fargo Bank•Jackson, WY
•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to support customers across multiple branch locations within an assigned geography. The role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach, helping customers identify their goals and connect with appropriate banking products, services, and digital tools. The banker supports account openings, service requests, credit applications, and cash-handling activities while working with branch teammates to provide consistent, high-quality service. Success requires flexibility, sound judgment, a strong service mindset, and effective teamwork in changing branch environments. The position provides exposure to a large financial institution and a foundation for career growth supported by training and coaching. The role requires travel throughout the assigned geography and commuting to assigned branches for the duration of each assignment. The work schedule includes Saturdays, and duties flex between cash handling and customer banking activities. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. The job profile is eligible for a 10% pay differential. Posting locations are Jackson and Thayne, Wyoming.

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.
  • 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 standards relating to financial responsibility, character, fitness, and criminal background.
  • 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 meeting accuracy and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating outreach through 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 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 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 different 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.
  • Lead discovery conversations to understand customer needs and connect customers 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, accurately processing transactions while 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.
  • Travel within the assigned geography and commute to assigned branch locations for the duration of assignments.
  • Work a schedule that includes Saturdays and flex between cash-handling and customer-banking activities.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Training and coaching
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