Jobs · Finance · Florida

Roving Personal Banker Polk Highlands

Wells Fargo · Auburndale, FL · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections for 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, "About this role:" paragraph describes role. That's about the role. So we can have

About the role

then

with that prose. Next, responsibilities: The bullet list after "In this role you will:" includes many items. Those are responsibilities. So we can have

Responsibilities

then
  • each bullet. We need to preserve all substantive info. The bullet list includes: - 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 That's responsibilities. Next, "Required Qualifications:" and "Desired Qualifications:" and "Job Expectations:" and other sections. We need to map to headings: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have "Required Qualifications:" and "Desired Qualifications:" which could go under Qualifications (maybe combine). Also "Job Expectations:" includes travel, schedule, Saturdays, etc. That could go under Schedule (maybe also Requirements). Also "SAFE registration is required..." etc. Also "Loan Originators must meet LO/CFPB requirements..." etc. Also "This position is not eligible for Visa sponsorship". Also "Posting Location(s): ..." maybe minor metadata. We also have "Pay Range: This job profile is eligible for a 10% pay differential." That's pay info. So we need a Pay section. We have no explicit Benefits section; there is no benefits described. So we should not create Benefits. Schedule: we have "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 includes travel and Saturday work. So we can have Schedule section. Requirements: maybe we can put "Required Qualifications" under Requirements heading. Or we could have Qualifications heading for both required and desired. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we have both Requirements and Qualifications as separate possible headings. We need to decide what goes where. Typically, Requirements = mandatory qualifications; Qualifications = desired or preferred qualifications. Skills could be separate list of skills (like digital tools, bilingual). But we can also incorporate skills under Qualifications. We need to avoid thin sections. Let's see content: Required Qualifications: 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: 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 Bilingual (Spanish/English) candidates are preferred. 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 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 cities. Pay Range: This job profile is eligible for a 10% pay differential. Thus we can map: - Requirements: Required Qualifications (6+ months interacting with customers experience, or equivalent) - Qualifications: Desired Qualifications list (prior experience in financial services, relationship building, outreach, digital tools, identify needs, collaborate, follow policies, bilingual preferred) - Skills: maybe we can extract specific skills: comfort with digital tools, ability to learn new systems, guiding customers, active listening, outreach, collaboration, risk identification, bilingual (Spanish/English). But we already have those in Qualifications. Could create Skills section for things like "Digital tools proficiency", "Customer relationship building", "Cash handling", "Teller line activities", "Cash handling and teller line activities" already in responsibilities. Might be redundant. Better to keep Qualifications for both required and desired? But we have separate headings. Let's think: The instruction says "Prefer a few substantive sections over many thin ones." So we should avoid creating many thin sections. Perhaps we combine Required and Desired under Qualifications heading, and maybe Requirements heading for things like "SAFE registration required", "travel 100%", "schedule includes Saturdays". But those are more job expectations. Alternatively, we could have: - About the role - Responsibilities - Requirements (includes Required Qualifications + Job Expectations + SAFE registration etc.) - Qualifications (Desired Qualifications + bilingual preference) - Pay (Pay differential) - Schedule (Travel 100%, Saturday work) But we already have Schedule separate; maybe we can incorporate travel and Saturday under Schedule. Let's decide: Sections: - About the role (paragraph) - Responsibilities (ul) - Requirements (ul) - includes Required Qualifications, SAFE registration, Loan Originator requirements, credit report, Visa sponsorship not eligible, maybe also travel? But travel is schedule. - Qualifications (ul) - includes Desired Qualifications (financial services experience, relationship building, outreach, digital tools comfort, identify needs, collaborate, follow policies, bilingual preferred) - Skills (maybe not needed; we could omit if thin) - Pay (p) - "This job profile is eligible for a 10% pay differential." - Schedule (ul) - includes Ability to travel 100% of the time within assigned geography, Commute to assigned branch location(s) for the duration of the assignment, Ability to work a schedule that will include Saturdays. We should not include location list as a heading; it's minor metadata, can be folded into a short p or dropped. Probably drop it. We must not include boilerplate like EEO, etc. We must not include application instructions. We must not include duplicated lines. Now craft HTML. We need to ensure we don't repeat job title as heading. We'll output:

    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 work experience, training, military experience, or education
    • SAFE registration is required at the time of employment (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

    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
    • Bilingual (Spanish/English) candidates are preferred

    Pay

    This job profile

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