Jobs · Finance · North Carolina

Roving Banker, Raleigh North

Wells Fargo · Knightdale, NC · 4 wk ago
FinanceFull-time
We need to output HTML fragment with sections as per rules. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. First, remove boilerplate: "Why Wells Fargo: Are you looking for more? Find it here..." etc. Also remove EEO, legal, etc. Keep substantive info. We need sections: - About the role: likely the paragraph after "About this role:" describing role. - Responsibilities: list of duties (the bullet list after "In this role you will:"). - Requirements: maybe "Required Qualifications" and "Desired Qualifications"? Could be combined under Requirements? The spec says we can have Requirements and Qualifications sections. We need to decide. We have "Required Qualifications:" and "Desired Qualifications:" plus "Job Expectations:" (travel, schedule, SAFE registration, etc). Also "Pay Range:" and "Posting Location(s):" maybe not needed as heading but could be in a paragraph. We need to include Pay section only if posting actually states them. There's "Pay Range: This job profile is eligible for a 10% pay differential." That's specific enough? It says eligible for a 10% pay differential, not a range. Might be considered pay info. We'll include a Pay section with that sentence. Schedule: there is "Ability to work a schedule that will include Saturdays" and "Ability to travel 100% of the time within assigned geography." Also "Commute to assigned branch location(s) for the duration of the assignment". So schedule info includes travel and Saturday work. We'll include Schedule section. Benefits: The posting mentions benefits in the "Why Wells Fargo" intro: "Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." Also later: "You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow." That's benefits-ish. So we can include Benefits section with that content. Skills: maybe from Desired Qualifications: list of skills like comfort with digital tools, ability to identify needs, collaborate, follow policies, etc. We'll put those under Skills. Qualifications: maybe we can put Required and Desired under Qualifications? But we already have Skills. The spec allows both Requirements and Qualifications sections. We could put Required Qualifications under Requirements, and Desired Qualifications under Qualifications. Or combine. Let's decide: - About the role: paragraph describing role. - Responsibilities: bullet list of duties. - Requirements: Required Qualifications (6+ months interacting with customers experience, or equivalent). - Qualifications: Desired Qualifications list (prior experience in financial services, building trust, outreach, digital tools, identify needs, collaborate, follow policies). - Skills: maybe we could treat the skill list as Skills, but we already used Qualifications for desired. Could instead put Skills separate: list of skills like "comfort initiating outreach", "demonstrated comfort with digital tools", "ability to identify customer needs", "proven ability to collaborate", "demonstrated ability to follow policies". That's similar to desired qualifications. Might be redundant. Better to follow spec: we can have both Requirements and Qualifications sections. Use Requirements for required, Qualifications for desired. Then Skills maybe not needed. But we could still include Skills if we have distinct skill content not covered elsewhere. However the desired qualifications already cover skills. To avoid thin sections, we might omit Skills section. - Benefits: paragraph about robust benefits, competitive compensation, work-life balance, community reward, authentic self, growth. - Pay: sentence about 10% pay differential. - Schedule: bullet or paragraph about travel 100%, schedule includes Saturdays, commute. We must not repeat job title as heading. No Job ID etc. We must not include boilerplate like EEO, drug policy, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from the posting that are not boilerplate. Let's extract substantive content: From "Why Wells Fargo:" paragraph: It's promotional but contains info about benefits, culture. We'll keep that as Benefits section maybe. "About this role:" paragraph: description of role. "In this role you will:" bullet list (starting with Provide personalized banking support...). That's responsibilities. "Required Qualifications:" line: "6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education" "Desired Qualifications:" list of bullet-like sentences (though not formatted as bullets). We need to capture each item: - 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 - 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 "Job Expectations:" paragraph: - 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 - 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 "Posting Location(s):" list of addresses. This is substantive but maybe not needed as heading; we can put in a paragraph under maybe "Locations". But spec only lists certain headings; we can include as a paragraph without heading? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use those for those sections. It says "include a section ONLY when the posting has real, specific content for it". It doesn't say we cannot add other headings like Locations. But to be safe, we can include location info in a paragraph under maybe no heading, or under a generic heading like "Locations". However the spec didn't list Locations as an example heading; but we could still use

for Locations if we want. But better to follow the examples: they gave examples but not exclusive list. It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use other headings as well, but they gave examples. I'd include Locations as a heading maybe. But we also have "Pay Range:" line. We need to output only HTML fragment, no markdown. We must not include duplicated lines. Let's craft sections:

About the role

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our 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. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates across different locations to deliver a consistent, high‑quality customer experience. Success is driven by a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo’s training and coaching.

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.
  • 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.

Benefits

Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work‑life balance and well‑being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.

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.
  • 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.

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