Roving Personal Banker - Woodlands North District

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Wells Fargo & Company

Applications Closed

Posted about 1 month ago

Full Time

The Woodlands, Texas

In Person

Smart Summary

This role involves providing essential support across various branch locations within a specific geography to cover absences or temporary vacancies, requiring flexibility and adaptability. Responsibilities include delivering exceptional customer experiences by building relationships and proposing appropriate financial products, services, and digital solutions.

This Roving Personal Banker position requires 6+ months of customer interaction experience and the ability to travel 100% within the Woodlands North District. Candidates should be flexible, adaptable, and able to build customer relationships while offering appropriate financial products and services. This role also requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008.

Must Have Skills for ATS

Customer Experience

Relationship Building

Product Knowledge

Digital Solutions

Account Opening

Service Requests

Credit Applications

Judgment

Proactive Outreach

Financial Needs Referral

SAFE Registration

Loan Originator Compliance

Cash Handling

Fraud Identification

Risk Mitigation

Compliance

Job Description

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

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 wellsfargojobs.com.

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 a schedule that may include most Saturdays

  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

  • This position is not eligible for Visa sponsorship

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location(s):

  • 7801 Research Forest Dr, The Woodlands, TX 77382

  • 516 W Davis St, Conroe, TX 77301

  • 1331 W Davis St, Conroe, TX 77304

  • 2202 Farm to Market 2920, Spring, TX 77388

  • 21314 Kuykendahl Rd, Spring, TX 77379

  • 6621 Woodlands Pkwy, The Woodlands, TX 77382

  • 33030 FM2978, Magnolia, TX 77354

  • 1442 Spring Cypress Rd, Spring, TX 77373

  • 501 W Montgomery St, Willis, TX 77378

  • 4880 W Panther Creek Dr, The Woodlands, TX 77381

  • 9595 Six Pines Dr Ste 300, The Woodlands, TX 77380

  • 9901 Woodlands Pkwy, The Woodlands, TX 77382

Pay Range:

  • This job profile is eligible for a 10% pay differential.

Posting End Date: 

3 Mar 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Wells Fargo & Company

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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