Roving Personal Banker Northwest Houston
On-siteHouston, Texas, United States or Spring, Texas, United States
Job Summary
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. Adapt quickly to new branch environments while maintaining consistent service quality and adherence to bank standards. Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement. Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals. Support everyday banking needs, including account openings, service requests, and credit applications. Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards. Demonstrate comfort using and adopting digital tools to enhance the customer experience. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists. Travel 100% of the time within the assigned geography, with a schedule that includes Saturdays.
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
- Ability to travel 100% of the time within assigned geography
- Ability to work a schedule that will include Saturdays
- SAFE registration is required at the time of employment
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
- Drug free workplace
Desired Qualifications
- Prior experience in financial services or a highly regulated customer‐facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- 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
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