Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 9/23/2026full-timeBluffton • South Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building customer relationships and identifying needs to connect clients with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance AdherenceDigital Tools ProficiencySAFE Registration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingAccount OpeningCredit Application SupportRisk Control ManagementFinancial Services Experience

Soft Skills

Active ListeningCollaborationProactive CommunicationTrust BuildingEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch OperationsLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations
Conduct discovery-driven conversations to understand customer needs
Connect customers with relevant banking products, services, solutions, and digital tools
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support new account openings, service requests, and credit applications
Perform cash handling and teller line activities
Accurately process transactions while maintaining compliance and operational standards
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates and coordinate handoffs to licensed bankers or 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 work experience, training, military experience, or education
Prior experience in financial services or a highly regulated, customer-facing role
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
Comfort initiating outreach via calls, emails, or other channels
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 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 comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
A credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility
Community involvement opportunities
Employee assistance with medical accommodations
Drug-free workplace