Roving Personal Banker Boynton Lake Worth District

Wells Fargo Bank•Boynton Beach, FL

2d•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join its National Branch Network. This front-line role provides support across multiple branch locations within an assigned geography, building customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ financial goals and connects them to suitable banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver consistent, high-quality customer experiences. It requires a strong service mindset, sound judgment, flexibility, and effective teamwork across changing branch environments. Wells Fargo provides training and coaching, and the position offers exposure to a large financial institution and a foundation for career growth and mobility. The role covers banker and teller absences and temporarily fills open positions as needed. It includes cash handling and teller-line activities, customer banking support, and travel among assigned branches. Employees must be able to travel 100% of the time within the assigned geography, commute to assigned branch locations for the duration of assignments, 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, including standards 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 location(s) for the duration of assignments.
Ability to work a schedule that includes Saturdays.
SAFE registration 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 within risk controls.
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.
Bilingual speaking and listening proficiency in Spanish and English.
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 ability to guide customers in adopting useful capabilities.
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
Proven 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 within 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 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 while exercising sound judgment within defined risk controls.
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists and connect customers with the right expertise.
Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support.
Follow applicable risk and compliance requirements, escalate concerns, and support remediation of issues.