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Personal Banker
Wells Fargo. Provide personalized banking support across multiple branch locations within an assigned geographic area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while ensuring compliance with financial regulations. Proficient in utilizing digital tools to enhance customer experience and effectively manage cash handling and teller activities.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer InteractionTransaction ProcessingAccount Opening SupportCredit Application ProcessingRisk Control Management
Soft Skills
AdaptabilityCollaborationProactive CommunicationTrust BuildingProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleOperational StandardsCustomer Needs AssessmentOutreach Initiatives
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
- Build customer relationships through proactive conversations and outreach
- Understand customer needs and connect them with banking products, services, and solutions
- Identify opportunities, promote solutions, and make referrals to meet customer and business goals
- Support account openings, service requests, and credit applications
- Perform cash handling and teller line activities
- Process transactions accurately while maintaining compliance and operational standards
- Use digital tools and technologies to enhance customer experience
- Deliver accurate, compliant service within defined risk controls
- Coordinate handoffs to licensed bankers and other 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 is desired
- Experience building trust-based customer relationships is desired
- Comfort initiating outreach through calls, emails, or other channels is desired
- Comfort with digital tools and technology is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Ability to collaborate with teammates and partners is desired
- Ability to follow policies and regulations and escalate risk concerns is desired
- 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 start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Must comply with standards related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- 10% pay differential
- 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
- Training and coaching
- Incentive opportunities may be available