Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 9/23/2026full-timeMontrose • California • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance StandardsDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingAccount OpeningsService RequestsCredit Applications

Soft Skills

Customer EngagementCollaborationTrust BuildingEffective CommunicationProactive Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing RoleRisk ManagementLO/CFPB Requirements

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 accurately processing transactions and 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
Support branch operations by flexing between cash handling and customer banking activities, emphasizing account openings and ongoing account support

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
Ability to work a schedule that will include Saturdays
SAFE registration required at the time of employment; Wells Fargo will initiate the process after start date
Loan Originators must meet LO/CFPB requirements
Must 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
Position is not eligible for Visa sponsorship
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

Benefits

Comp & perks

401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Incentive opportunities may be available