Roving Banker - Foothills Orange County District

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About this role:

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.

You will support account openings, service requests, and credit applications while working closely with branch teammates across different locations to deliver a consistent, high‑quality customer experience. Success is driven by a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo’s training and coaching.

In this role you 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

• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards

• Build lasting customer relationships through proactive, meaningful 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 and technologies to enhance the customer experience and support evolving banking needs

• Deliver accurate, compliant service while exercising sound judgment within defined risk controls

• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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, 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

Job Expectations:

• Ability to travel 100% of the time within assigned geography. Commute to assigned branch location(s) for the duration of the assignment, with travel expectations aligned to company policy

• Ability to work a schedule that will include Saturdays

• Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.

• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. 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.

• This position is not eligible for Visa sponsorship

Posting Location(s):

• 22371 Antonio Pkwy, Rancho Santa Margarita CA 92268

• 14211 Jeffrey Rd, Irvine CA 92620

• 26622 Towne Center Dr, Foothill Ranch CA 92610

• 14468 Culver Dr, Irvine CA 92604

• 24251 Rockfield Blvd, Lake Forest CA

• 27722 Vista del Lago, Mission Viejo CA 92692

• 8587 Irvine Center Dr, Irvine CA 92618

• 3951 Portola Pkwy, Irvine CA 92602

• 6503 Quail Hill Pkwy, Irvine CA 92603

• 30622 Santa Margarita Pkwy, Rancho Santa Margarita CA 92688

• 2677 Park Ave, Tustin CA 92782

• 18044 Culver Dr, Irvine CA 92612

• 4850 Barranca Pkwy, Irvine CA 92604

• 6360 Irvine Blvd, Irvine CA 92620​

Pay Range:

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