Personal Banker

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 9/15/2026full-timeWaco • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customers to appropriate banking solutions while ensuring compliance with regulations. Proficient in cash handling and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyFinancial Services ExperienceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsTransaction ProcessingCustomer Needs IdentificationRegulatory ComplianceRisk ControlFinancial Product KnowledgeReferral Generation

Soft Skills

Customer EngagementCollaborationTrust BuildingAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulated EnvironmentBranch OperationsBanking Standards

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
Build customer relationships through proactive conversations supporting financial well-being
Lead discovery-driven conversations to understand customer needs
Connect customers with relevant banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support account openings, service requests, and credit applications
Perform cash handling and teller line activities while processing transactions accurately
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
Support branch operations by flexing between cash handling and customer banking activities

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
Prior experience in financial services or a highly regulated customer-facing role preferred
Experience building trust-based customer relationships preferred
Comfort initiating outreach through calls, emails, or other channels preferred
Comfort with digital tools and technology and ability to learn new systems
Ability to identify customer needs and connect them to appropriate solutions
Ability to collaborate with teammates and partners
Ability to follow policies and regulations and escalate risk concerns
Ability to travel 100% of the time within the assigned geography
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
This position is not eligible for visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility opportunities
Equal opportunity employment
Medical accommodation support