Associate Roving Personal Banker

Jobtailor; El Cerrito (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

Jobtailor is seeking a Branch Banking Support Specialist in California to cover banker and teller absences and deliver personalized customer service across multiple branch locations. You will adapt to new environments while maintaining standards and building trust through proactive outreach.

Apply your experience in financial services to assess customer needs, connect them with suitable products, and process accounts, transactions, and credit applications with accuracy and compliance.

Qualifications

• 6+ months of interacting with customers in a related role or equivalent experience
• Experience in financial services or a highly regulated customer-facing role
• Ability to identify customer needs and connect them to appropriate solutions
• Ability to travel 100% of the time within assigned geography
• Ability to commute to assigned branch location(s) for the duration of the assignment
• Ability to work a schedule that includes Saturdays
• SAFE Registration required; Wells Fargo will initiate after start date
• Loan Originators must meet LO/CFPB requirements and bank policies regarding financial responsibility, character, fitness, and criminal background

Responsibilities

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities

Skills

Customer Relationships

Active Listening

Proactive Outreach

Communication

Collaboration

Adaptability

SAFE Registration

Tools

CRM Software

Digital Banking Tools

Job description

• Provide personalized banking support across multiple branch locations within an assigned geographic area


• Cover banker and teller absences and temporarily fill open positions as needed


• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards


• Build customer relationships through proactive conversations and outreach


• Conduct discovery-driven conversations to understand customer needs


• Connect customers with relevant banking products, services, and solutions


• Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals


• Support account openings, service requests, and credit applications


• Perform cash handling and teller line activities


• Process transactions accurately while maintaining compliance and operational standards


• Use digital tools and technologies to enhance the customer experience


• Deliver accurate, compliant service within defined risk controls


• Coordinate handoffs to licensed bankers or other specialists


• Support branch operations by flexing between cash handling and customer banking activities

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education


• Prior experience in financial services or a highly regulated customer-facing role


• Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement


• Comfort initiating outreach through calls, emails, or other channels


• Comfort with digital tools and technology and ability to quickly learn new systems


• Ability to identify customer needs and connect them to appropriate solutions


• Ability to collaborate with teammates and partners


• Ability to follow policies and regulations while identifying and escalating risk concerns


• Ability to travel 100% of the time within assigned geography


• Ability to commute to assigned branch location(s) for the duration of the assignment


• 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 Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background


• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customer needs to appropriate banking solutions while ensuring compliance with operational standards. Proficient in using digital tools to enhance customer experiences and support branch operations.

Highest-signal resume keywords

• Customer Relationship Management


• Financial Services Experience


• Active Listening


• Digital Tools Proficiency


• SAFE Registration

ATS Optimization Keywords

Hard Skills

• Cash Handling


• Transaction Processing


• Account Opening Support


• Credit Application Processing


• Compliance Adherence

Soft Skills

• Building Trust-Based Relationships


• Effective Communication


• Collaboration


• Proactive Outreach


• Adaptability

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services


• Regulated Customer-Facing Role


• Risk Management


• Customer Engagement


• Operational Standards

Tools & Technologies

• Digital Banking Tools


• Customer Relationship Management Software