Roving Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Roving Personal Banker

Wells FargoRoving Personal Banker

Perks & benefits

Health Insurance

Requirements

6+ months customer interaction experience, Ability to travel 100% within assigned geography, Ability to work Saturdays, SAFE registration required

Skills

Bankingcustomer serviceFinance

About the role

Responsibilities

  • Provide personalized banking support across multiple branch locations within an assigned geographic area to cover absences or fill open positions.
  • Build lasting customer relationships through proactive conversations to understand financial goals and connect customers with relevant products and services.
  • Support everyday banking needs, including account openings, service requests, and credit applications.
  • Perform cash handling and teller line activities accurately while maintaining strict compliance and operational standards.
  • Adapt quickly to new branch environments and teams while maintaining consistent service quality.
  • Collaborate with branch teammates to ensure seamless handoffs to licensed bankers or specialists.

Requirements

  • 6+ months of experience interacting with customers (can include work, training, military, 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 this process after your start date).

Preferred Qualifications

  • Prior experience in financial services or a highly regulated customer-facing role.
  • Experience building trust-based relationships through active listening and consistent engagement.
  • Comfort initiating customer outreach via calls or emails to identify financial needs.
  • Proficiency with digital tools and the ability to guide customers through new banking technologies.

Benefits

  • Health, dental, and vision benefits.
  • 401(k) Plan.
  • Paid time off and parental leave.
  • Disability, life, critical illness, and accident insurance.
  • Tuition reimbursement and scholarships for dependent children.
  • Commuter benefits and adoption reimbursement.

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services to help our customers succeed. We are committed to driving innovation, empowering communities, and providing a supportive environment where our employees can grow their careers.

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Roving Personal Banker

Wells Fargo · Westchester

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