Personal Banker

Wells Fargo

Roving Associate Personal Banker providing personalized banking support across multiple branches at Wells Fargo. Building customer relationships and driving branch growth through exceptional service and proactive outreach.

Posted 7/11/2026full-timeLake Forest • California • 🇺🇸 United StatesJunior💰 $23 - $31 per hourWebsite

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
Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
Support everyday banking needs, including account openings, service requests, and credit applications
Perform cash handling and teller line activities
Deliver accurate, compliant service while exercising sound judgment within defined risk controls
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or specialists

Requirements

What you’ll need

6+ months of interacting with customers experience
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, with the ability to quickly learn new systems
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

Benefits

Comp & perks

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
Adoption reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Cash HandlingAccount OpeningService RequestsCredit ApplicationsTeller Line Activities

Soft Skills

Proactive CommunicationTeam CollaborationAdaptabilityTrust Building