Roving Personal Banker

Jobtailor; Carbondale (CO); On-site; USD 60,000 - 75,000; Full time

Job summary

Wells Fargo in Colorado is seeking a flexible Banking Support professional to cover multiple branches and support customer needs across the region. You will assist with teller and banker coverage, open accounts, and refer customers to appropriate banking solutions.

Ideal candidates bring 6+ months of customer-facing experience, familiarity with digital banking tools, and the ability to travel within the assigned geography. Saturday shifts and SAFE registration are required.

Qualifications

• 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 is desired.
• Experience building trust-based customer relationships is desired.
• Comfort initiating outreach through calls, emails, or other channels is desired.
• Demonstrated comfort with digital tools and technology is desired.
• Ability to identify customer needs and connect them to appropriate solutions is desired.
• Proven ability to collaborate with teammates and partners is desired.
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired.
• Ability to travel 100% of the time within assigned geography is required.
• Ability to work a schedule that includes Saturdays.
• SAFE registration required at the time of employment; Wells Fargo initiates the process after start date.
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• Must comply with credit review and ongoing screening requirements
• This position is not eligible for Visa sponsorship

Responsibilities

• Provide personalized banking support across multiple branch locations within the 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 and connect them with relevant banking products, services, and solutions.
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals.
• Support account openings, service requests, and credit applications.
• Perform cash handling and teller line activities while maintaining compliance and operational standards.
• Use digital tools and technologies to enhance customer experience.
• Deliver accurate, compliant service using sound judgment within defined risk controls.
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and other specialists.
• Commute to assigned branch locations for the duration of assignments.
• Support branch operations by flexing between cash handling and customer banking activities

Skills

Customer Service

Cash Handling

Digital Tools

CRM Proficiency

Compliance Adherence

Tools

CRM Software

Digital Banking Tools

Job description

• Provide personalized banking support across multiple branch locations within the 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 and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service using sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and other specialists
• Commute to assigned branch locations for the duration of assignments
• Support branch operations by flexing between cash handling and customer banking activities

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Prior experience in financial services or a highly regulated customer-facing role is desired
• Experience building trust-based customer relationships is desired
• Comfort initiating outreach through calls, emails, or other channels is desired
• Demonstrated comfort with digital tools and technology is desired
• Ability to identify customer needs and connect them to appropriate solutions is desired
• Proven ability to collaborate with teammates and partners is desired
• Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
• Ability to travel 100% of the time within assigned geography
• Ability to work a schedule that includes Saturdays
• SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• Must comply with credit review and ongoing screening requirements
• 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. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance Adherence
• Financial Services Experience

Hard Skills

• Cash Handling
• Customer Service
• Banking Products Knowledge
• Credit Application Support
• Operational Standards Compliance

Soft Skills

• Building Trust-Based Relationships
• Proactive Communication
• Collaboration with Teammates
• Adaptability to New Environments
• Problem-Solving

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

• Financial Services
• Regulated Customer-Facing Role
• Risk Management
• Branch Operations
• Customer Outreach

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software