Roving Personal Banker

Wells Fargo

Roving Associate Personal Banker providing banking support across various branch locations within Virginia. Building relationships and supporting customers in their banking needs through personal interactions and outreach.

Posted 7/7/2026full-timeLynchburg • Virginia • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
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
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Prior experience in financial services or a highly regulated customer-facing role
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
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
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns

Benefits

Comp & perks

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Account OpeningsService RequestsCredit ApplicationsTransaction ProcessingRisk Identification

Soft Skills

Active ListeningProactive CommunicationCollaborationTrust Building