Roving Personal Banker- Keller
On-site · Fort Worth, Texas, United States or Bedford, Texas, United States
Job Summary
Roving Associate Personal Banker will 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. You will adapt quickly to new branch environments, build lasting customer relationships through proactive conversations to support financial well-being, lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions. You will drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals, while handling everyday banking needs including account openings, service requests, and credit applications. The role requires comfort with digital tools, adherence to risk controls and policies, collaboration with branch teammates, and travel within the assigned geography (approximately 100%). SAFE registration is required, and the position is 100% travel within the geography; the posting notes a US-based location set with multiple TX cities.
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
- Prior experience in financial services or a highly regulated customer-facing role
- 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.