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For Companies At a Glance
- Tasks: Support various branch locations, assist customers with banking needs, and build relationships.
- Company: Wells Fargo is a global leader in financial services, committed to innovation and community empowerment.
- Benefits: Enjoy competitive pay, 401(k), paid time off, tuition reimbursement, and health benefits.
- Why this job: Join a top-ranked employer known for career growth and a supportive work culture.
- Qualifications: 6+ months of customer interaction experience; strong communication and relationship-building skills required.
- Other info: Flexible travel within the district; full-time training for 8-10 weeks.
Job Description
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 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
- 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):
- 1700 41st Ave., Capitola, CA 95010
- 7701 Soquel Dr., Aptos, CA 95003
- 16100 Los Gatos Blvd., Los Gatos, CA 95032
- 2061 Camden Ave., San Jose, CA 95124
- 781 W Hamilton Ave., Campbell, CA 95008
- 1790 S Bascom Ave., Campbell, CA 95008
- 150 N Santa Cruz Ave., Los Gatos, CA 95030
- 3053 Meridian Ave., San Jose, CA 95124
- 100 Kings Village Rd., Scotts Valley, CA 95066
- 74 River St., Santa Cruz, CA 95060
- 14428 Big Basin Way, Saratoga, CA 95070
- 1975 Soquel Dr., Santa Cruz, CA 95065
Pay Range:
- This job profile is eligible for a 10% pay differential.
- Capitola, California – Pay Range: $20.00 – $27.69 hourly
- Aptos, California – Pay Range: $20.00 – $27.69 hourly
- Los Gatos, California – Pay Range: $20.00 – $30.19 hourly
- San Jose, California – Pay Range: $20.00 – $30.19 hourly
- Campbell, California – Pay Range: $20.00 – $30.19 hourly
- Scotts Valley, California – Pay Range: $20.00 – $27.69 hourly
- Santa Cruz, California – Pay Range: $20.00 – $27.69 hourly
- Saratoga, California – Pay Range: $20.00 – $30.19 hourly
Benefits:
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits – Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
*Position requires full-time training for 8-10 weeks. Training schedule is as follows: Monday – Friday – 8:30am – 5:30pm.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$20.00 – $30.19
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
20 Jul 2025
* 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 est
Roving Personal Banker Beach and Valley District (Hiring Immediately) employer: Rac
Contact Detail:
Rac Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Roving Personal Banker Beach and Valley District (Hiring Immediately)
✨Tip Number 1
Familiarise yourself with Wells Fargo's values and mission. Understanding their commitment to community empowerment and customer success will help you align your responses during interviews, showcasing how you can contribute to their goals.
✨Tip Number 2
Highlight your customer service experience in conversations. Since this role involves interacting with customers, be prepared to share specific examples of how you've successfully handled complex transactions or built strong relationships in previous positions.
✨Tip Number 3
Demonstrate your adaptability and flexibility. As a Roving Personal Banker, you'll need to adjust to different branch environments. Share instances where you've successfully adapted to new situations or worked under changing priorities.
✨Tip Number 4
Prepare to discuss your knowledge of banking products and services. Being able to connect these offerings to customer needs will show that you're ready to provide exceptional service and support, which is crucial for this role.
We think you need these skills to ace Roving Personal Banker Beach and Valley District (Hiring Immediately)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Roving Personal Banker position. Understand the key responsibilities and required qualifications so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any customer service experience or roles where you've interacted with clients. Use specific examples that demonstrate your ability to build relationships and handle complex transactions.
Showcase Adaptability: Since this role requires flexibility and adaptability, include examples in your application that illustrate how you've successfully navigated changing priorities or environments in previous jobs.
Personalise Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role at Wells Fargo. Mention why you want to work for them specifically and how your values align with their commitment to community and customer success.
How to prepare for a job interview at Rac
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Roving Personal Banker. Familiarise yourself with the key tasks such as providing exceptional customer service, handling transactions, and building relationships. This will help you articulate how your skills align with the role.
✨Showcase Customer Service Skills
Wells Fargo places a strong emphasis on customer service. Be prepared to share specific examples from your past experiences where you successfully handled complex transactions or resolved customer issues. Highlight your ability to engage with customers proactively.
✨Demonstrate Flexibility and Adaptability
As a Roving Personal Banker, you'll need to adapt to different branch environments and changing priorities. During the interview, provide examples of how you've successfully navigated change in previous roles, showcasing your flexibility and problem-solving skills.
✨Prepare Questions
At the end of the interview, you'll likely have the opportunity to ask questions. Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within Wells Fargo. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
