Personal Banker – Roving

Wells Fargo

Personal Banker providing banking support and building customer relationships across assigned locations. Working with customers to address everyday banking needs and promote banking products.

Posted 7/21/2026full-timeHainesport • New Jersey • 🇺🇸 United StatesJunior💰 $25 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and operational standards. Proficient in utilizing digital tools to enhance customer experiences and drive branch growth through effective communication and collaboration.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyFinancial Services ExperienceCompliance Adherence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningService RequestsCredit ApplicationsTransaction ProcessingRisk Management

Soft Skills

Active ListeningProactive CommunicationCollaborationTrust BuildingAdaptability

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer EngagementStructured Processes

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
Prior experience in financial services or a highly regulated customer‑facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
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 and confidently guide customers in adopting capabilities that enhance their banking experience
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 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