Associate Roving Personal Banker – SAFE

Wells Fargo

Roving Associate Personal Banker providing banking support across multiple locations in New York City. Providing personalized assistance and facilitating customer banking needs within assigned geographic area.

Posted 7/14/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and the ability to build lasting relationships while providing personalized banking support. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingBilingual Proficiency in Spanish/EnglishCompliance AdherenceDigital Tools Adoption

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account OpeningsService RequestsCredit ApplicationsTransaction ProcessingOperational Standards

Soft Skills

AdaptabilityProactive CommunicationTeam CollaborationSound Judgment

Industry Keywords

Banking SupportBranch GrowthCustomer EngagementFinancial Well-BeingRisk Controls

About the role

Key responsibilities & impact

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

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
Bilingual speaking and listening proficiency in Spanish/English (include on bilingual required postings only)

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