Roving Personal Banker

Jobtailor; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Wells Fargo is seeking a flexible Banking Support Associate in Houston to provide personalized banking assistance across multiple branch locations, cover absences, and adapt to diverse teams and customer needs.

You will build relationships through proactive outreach, conduct discovery-driven conversations, connect customers with suitable products and digital tools, and support branch operations while maintaining risk controls. Some travel and weekend availability 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.
• 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 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 elevate risk concerns.
• Ability to travel 100% of the time within the assigned geography.
• Ability to work a schedule that includes Saturdays.
• SAFE registration required at time of employment; Wells Fargo initiates the process after start date.
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies.
• Must satisfy financial responsibility, character, fitness, and criminal background standards.
• Subject to credit report review and additional ongoing screening.
• Not eligible for Visa sponsorship.

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.
• Build customer relationships through proactive conversations and outreach.
• Conduct discovery-driven conversations to understand customer needs.
• Connect customers with relevant 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 experiences.
• Deliver accurate, compliant service within defined risk controls.
• Coordinate handoffs to licensed bankers and other specialists.
• Flex between cash handling and customer banking activities to support branch operations.

Skills

Customer relationship management

Active listening

Digital tools proficiency

Communication skills

Collaboration

Adaptability

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
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant 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 experiences
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Flex between cash handling and customer banking activities to support branch operations

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 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 elevate risk concerns
• Ability to travel 100% of the time within the assigned geography
• Ability to work a schedule that includes Saturdays
• SAFE registration required at time of employment; Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must satisfy financial responsibility, character, fitness, and criminal background standards
• Subject to credit report review and additional ongoing screening
• Not eligible for Visa sponsorship

Core Competencies

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

Highest-signal resume keywords

• Customer Relationship Management
• Financial Services Experience
• Digital Tools Proficiency
• Compliance Adherence
• Active Listening

Hard Skills

• Cash Handling
• Transaction Processing
• Account Opening Support
• Service Request Management
• Credit Application Processing

Soft Skills

• Building Trust-Based Relationships
• Effective Communication
• Collaboration
• Proactive Outreach
• Adaptability

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

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

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software