Roving Personal Banker

Jobtailor; Columbus (AL); On-site; USD 36,000 - 52,000; Full time

Job summary

Wells Fargo is seeking a Customer Banking Specialist to provide personalized banking support across multiple branch locations within a defined geographic area. The role involves covering banker and teller absences and filling open positions as needed, while adapting to new branch environments and teams.

You will build trust-based customer relationships through proactive outreach and identify opportunities to connect customers with banking products and digital tools.

Qualifications

• 6+ months of customer-facing experience or equivalent (work, training, or education)
• Experience in financial services or a regulated customer-facing role
• Ability to build trust-based customer relationships
• Comfort initiating outreach via calls, emails, or other channels

Responsibilities

• Provide personalized banking support across multiple branch locations
• Cover banker and teller absences and fill open positions as needed
• Build customer relationships through proactive conversations and outreach
• Promote banking solutions and make referrals
• Support account openings, service requests, and credit applications
• Process transactions accurately and perform cash handling
• Use digital tools to enhance customer experience
• Collaborate with branch teammates to coordinate handoffs to bankers and specialists

Skills

Customer service

Relationship building

Digital tools

Cash handling

Credit applications

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
Understand customer needs and connect them with banking products, services, digital tools, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support account openings, service requests, and credit applications
Perform cash handling and teller-line activities and process transactions accurately
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists

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
• Comfort initiating outreach through calls, emails, or other channels
• Comfort with digital tools and technology and ability to 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 and
• Ability to travel 100% of the time within the assigned geography
• Ability to commute to assigned branch locations for the duration of assignments
• Ability to work a schedule including Saturdays
• SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must meet standards related to financial responsibility, character, fitness, and criminal background
• Must pass applicable credit and ongoing screening
• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in providing personalized banking support, building trust-based customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, service requests, and adhering to compliance standards within a highly regulated financial services environment.

Highest-signal resume keywords

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Financial Services Experience
• SAFE Registration

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Service Requests
• Credit Applications
• Transaction Processing
• Customer Needs Assessment

Soft Skills

• Building Trust-Based Relationships
• Collaboration
• Proactive Communication
• Adaptability
• Problem Solving

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Financial Services
• Regulated Customer-Facing Role
• Risk Controls
• Branch Growth
• Customer Outreach

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software