Jobs · Finance · Pennsylvania

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

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