Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/23/2026full-timeAntioch • California • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills through proactive engagement and effective communication. Proficient in cash handling, compliance adherence, and utilizing digital tools to enhance customer experiences in a financial services environment.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingNew Account OpeningsService RequestsCredit ApplicationsRisk ManagementCustomer Needs AssessmentReferral IdentificationOperational Standards ComplianceLoan Originator RequirementsSAFE Registration

Soft Skills

Active ListeningTrust BuildingCollaborationInitiativeEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch OperationsRisk Controls

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations
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
Support everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities while maintaining compliance and operational standards
Use and adopt digital tools and technologies to enhance the customer experience
Deliver accurate, compliant service while exercising sound judgment within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
Flex between cash handling and customer banking activities to support branch operations

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education
Prior experience in financial services or a highly regulated, customer-facing role preferred
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement preferred
Comfort initiating outreach (calls, emails, or other channels) preferred
Demonstrated comfort with digital tools and technology, with ability to quickly learn new systems preferred
Ability to identify customer needs and connect them to appropriate solutions, including referrals preferred
Proven ability to collaborate with teammates and partners preferred
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns preferred
Ability to work a schedule that will include Saturdays
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after 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 and additional ongoing screening may apply
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

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
Incentive opportunities may be available