Jobs · Finance · New York

Associate Roving Personal Banker (SAFE)

Wells Fargo · New York, NY · 2 days ago
Finance$23–$31/hrFull-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.
  • Bilingual speaking and listening proficiency in Spanish/English (include on bilingual required postings only).

Desired 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 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.

Job Expectations

  • 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.
  • Ability to work a schedule that will include Saturdays.
  • Must take and pass required language assessment (include on bilingual required postings only).
  • 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.
  • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
  • This position is not eligible for Visa sponsorship.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Similar jobs