Roving Personal Banker Boulder District

Wells Fargo Bank•Longmont, CO

1d•Onsite

About The Position

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join its National Branch Network. The role provides banking 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’ goals and connects them with appropriate banking products, services, and digital tools. The position supports account openings, service requests, and credit applications, and works with branch teammates across locations to deliver a consistent customer experience. The role requires flexibility to adapt to different branch environments and customer needs while maintaining service quality and following bank standards. It includes cash handling and teller activities as well as customer banking support, with an emphasis on account openings and ongoing account support. Travel is required 100% of the time within the assigned geography, and the schedule will include Saturdays. SAFE registration is required at employment; Wells Fargo will initiate 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 assignments.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo will initiate the registration 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 through calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, with the ability to quickly learn systems and guide customers in adopting relevant 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 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.
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.