Roving Personal Banker

Wells Fargo

Associate Roving Personal Banker at Wells Fargo assisting customers across several branches in South Carolina. Tasks include supporting account openings and services, maintaining relationships, and ensuring customer satisfaction.

Posted 8/2/2026full-timeColumbia • South Carolina • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer service skills with a focus on building relationships and providing tailored banking solutions. Proficient in engaging customers through various channels and educating them on banking products and digital solutions.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingProactive Customer EngagementKnowledge of Bank ProductsFraud Prevention

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 OpeningService Request ProcessingCredit Application SubmissionComplex Transaction HandlingMobile Banking Education

Soft Skills

AdaptabilityIntegrityProfessionalismTeam CollaborationCommunication

Industry Keywords

Banking ProductsCustomer ExperienceFinancial SolutionsPolicies and ProceduresMilitary Experience

About the role

Key responsibilities & impact

Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgment within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed

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
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 help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
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
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints

Benefits

Comp & perks

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