Associate Roving Personal Banker Bucks East District
Wells Fargo · Levittown, PA · 1 wk ago
FinanceFull-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
Not specified
Benefits
Not specified
Pay
This job profile is eligible for a 10% pay differential.
Schedule
Ability to travel 100% of the time within assigned geography. Commute to assigned branch location(s) for the duration of the assignment, with travel expectations aligned to company policy.
Job Expectations
- Ability to work a schedule that will include Saturdays
- Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support
Posting Location(s)
- 2349 Street Road Bensalem, PA 19020
- 679 Heacock Rd Yardley, PA 19067
- 499 S Oxford Valley Rd Fairless Hills, PA 19053
- 205 E Street Rd Feasterville, PA 19053
- 1420 E Lincoln Hwy Langhorne, PA 19055
- 175 Levittown Parkway Levittown, PA 19055
- 4356 New Falls Rd Levittown, PA 19056
- 833 W Trenton Ave Morrisville, PA 19067
- 205 Pasqualone Blvd Bensalem, PA 19020
- 2901 S Eagle Rd Newtown, PA 18940
- 120 Second St Pike Richboro, PA 18954
- 140 Second St Pike, Southampton, PA 18966