Jobs · Sales · Pennsylvania

Associate Roving Personal Banker Bucks East District

Wells Fargo · Morrisville, PA · 1 wk ago
SalesFull-time

About the role

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join their National Branch Network. In this front-line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach.

Responsibilities

  • Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
  • Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
  • Lead 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 to meet customer and business goals
  • Support everyday banking needs, including account openings, service requests, and credit applications
  • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
  • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
  • Deliver accurate, compliant service while exercising sound judgment within defined risk controls
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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

Qualifications

  • Prior experience in financial services or a highly regulated customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
  • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
  • Proven ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
  • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns

Skills

  • Strong service mindset
  • Sound judgment
  • Flexibility
  • Effective teamwork

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to help you find work-life balance and well-being
  • Opportunities to invest in your community and celebrate being your authentic self
  • Empowerment to grow

Pay

This job profile is eligible for a 10% pay differential. Pay range is not specified but is competitive.

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