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Roving Personal Banker Shorewood Area

Wells Fargo · Shorewood, WI · Full time

Posted Sep 25, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

You'd float between branches in the Shorewood area. What helps you get up to speed at a new location fast?

What they are checking: Whether they have habits like learning the team, checking schedules and asking questions that make them useful quickly.

Tell me about a time you built trust with a customer in a single conversation.

What they are checking: Whether they can connect quickly, which matters when they may only see a customer once at a given branch.

How do you find needs during a routine transaction without making the customer feel sold to?

What they are checking: Whether they ask natural questions and listen, which is how this role is meant to connect customers to products.

Tell me about how you stay organized when your schedule changes often.

What they are checking: Whether they can handle changing locations and appointments without missing commitments.

What would you do

How would you make sure a customer you helped gets follow-up when you've moved on to another branch?

What they are checking: Whether they document and hand off well so customers don't fall through the cracks.

A branch manager you rarely work with asks you to cover tasks outside your usual role. What do you do?

What they are checking: Whether they are flexible and team-minded while staying within their authority and training.

A customer wants to close their account because of a bad experience. How do you handle it?

What they are checking: Whether they listen to understand the problem and try to fix it before processing the closure.

A customer asks you to explain a fee you've never seen before. What do you do?

What they are checking: Whether they find the right answer rather than guessing, and follow up if they need time.

How would you introduce digital tools to a customer who visits a branch every week?

What they are checking: Whether they present digital options as a convenience, not as a way to push the customer out.

About the work

What do you understand about the SAFE Act requirements for this role?

What they are checking: Whether they know mortgage discussions require registration and must follow strict rules.

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The full job description

As published by Wells Fargo.

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 five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! 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): • 4108 N Oakland Ave, SHOREWOOD, WI 53211 • W 180 N 9440 Premier Lane, MENOMONEE FALLS, WI 53051 • 11350 N Port Washington Rd, MEQUON, WI 53092 Pay Range: • This job profile is eligible for a 10% pay differential. Posting End Date: 24 Oct 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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