Roving Associate Personal Banker, Wells Fargo

Roving Associate Personal Banker

Wells Fargo

Location:
United States, Bryn Mawr ▼
Bala Cynwyd
Conshohocken
Devon
Haverford
King of Prussia
Malvern
Paoli
Philadelphia
Plymouth Meeting
Wayne
Wynnewood

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Associate Roving Personal Banker for National Branch Network providing support across various branch locations, building customer relationships, and assisting with banking services and products.

Job Responsibility:

Provide support across a variety of branch locations within a specific geography
Participate in delivery of exceptional customer experience by building relationships
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
Maintain cash drawer, cash handling and balancing

Requirements:

6+ months of interacting with customers experience
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
SAFE registration at the time of employment
Meet Consumer Financial Protection Bureau qualification requirements

Nice to have:

Relevant military experience including working with military protocol and instructions
Experience working in personnel benefits management, processing military personnel orders or transitions
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

What we offer:

10% pay differential
Reimbursement for mileage
Robust benefits
Competitive compensation
Programs designed to help find work-life balance and well-being

Additional Information:

Job Posted:
September 21, 2025

Expiration:
September 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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