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Jobs · Finance · Maryland

Roving Personal Banker North East Maryland District

Wells Fargo · Abingdon, MD · 1 mo ago
Finance$21–$30/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. 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.

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)

Qualifications

  • Prior experience in financial services or a highly regulated customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • 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

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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
  • Affordable Care Act (ACA) compliant health plan
  • Flexible spending accounts (FSA)
  • Dependent care FSA
  • Short-term disability
  • Long-term disability
  • Life insurance
  • Accident insurance
  • Disability income insurance
  • Healthcare reimbursement account (HRA)
  • Wellness programs
  • Employee assistance program (EAP)
  • Voluntary benefits
  • Retirement savings plans
  • Employee stock purchase plan (ESPP)
  • Employee discounts
  • Employee referral program
  • Wells Fargo Employee Assistance Program (EAP)
  • Wells Fargo Employee Wellness Program
  • Wells Fargo Employee Education Fund
  • Wells Fargo Employee Recognition Program
  • Wells Fargo Employee Volunteer Program
  • Wells Fargo Employee Resource Groups
  • Wells Fargo Employee Learning and Development Programs
  • Wells Fargo Employee Career Development Programs
  • Wells Fargo Employee Diversity and Inclusion Initiatives
  • Wells Fargo Employee Diversity and Inclusion Council
  • Wells Fargo Employee Diversity and Inclusion Committee
  • Wells Fargo Employee Diversity and Inclusion Task Force
  • Wells Fargo Employee Diversity and Inclusion Working Group
  • Wells Fargo Employee Diversity and Inclusion Steering Committee
  • Wells Fargo Employee Diversity and Inclusion Advisory Board
  • Wells Fargo Employee Diversity and Inclusion Champions
  • Wells Fargo Employee Diversity and Inclusion Ambassadors
  • Wells Fargo Employee Diversity and Inclusion Liaisons
  • Wells Fargo Employee Diversity and Inclusion Coaches
  • Wells Fargo Employee Diversity and Inclusion Mentors
  • Wells Fargo Employee Diversity and Inclusion Trainers
  • Wells Fargo Employee Diversity and Inclusion Facilitators
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