Roving Personal Banker Job at Wells Fargo | Inland OC
Overview
As a Roving Associate Personal Banker at Wells Fargo, you will own the customer experience across multiple branch locations in the Inland OC region, stepping in to cover banker and teller roles. You will build trust by leading discovery conversations that connect customers to the right products and digital tools. This role demands fast adaptation to new teams and environments while maintaining compliance with banking standards. You will travel up to 100% within the assigned geography, making each day different. This position offers a pathway into a top-tier financial institution with robust training and coaching.
What You'll Do10
- 1Provide personalized banking support across multiple branch locations, covering banker and teller absences and temporarily filling open positions as needed
- 2Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
- 3Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
- 4Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
- 5Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
- 6Support everyday banking needs, including account openings, service requests, and credit applications
- 7Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
- 8Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
- 9Deliver accurate, compliant service while exercising sound judgment within defined risk controls
- 10Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
Requirements14
- 16+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
- 2Prior experience in financial services or a highly regulated customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- 3Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- 4Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- 5Demonstrated 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
- 6Bilingual speaking and listening proficiency in Spanish/English
- 7Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- 8Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- 9Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
- 10Ability to travel 100% of the time within assigned geography and commute to assigned branch location(s) for the duration of the assignment
- 11Ability to work a schedule that includes Saturdays
- 12Must take and pass required language assessment
- 13SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
- 14Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
Salary Insight
$48 - $64k per year
Location
Required Skills
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