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Roving Personal Banker - Western NoVA District

Job in Winchester, Frederick County, Virginia, 22603, USA
Listing for: Wells Fargo
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Why Wells Fargo:

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 Linked In Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today.

About this role:

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at

In this role you will:

* 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 judgement 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

* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired

Qualifications:

* 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

Job Expectations:

* Ability to travel 100% of the time within the district

* Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)

* Ability to work…
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