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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 customer relationship management and banking operations, with a strong focus on compliance and risk management. Proficient in cash handling, transaction processing, and utilizing digital banking tools to enhance customer service.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance and Risk ManagementDigital Banking ToolsCustomer Outreach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount OpeningService RequestsCredit ApplicationsLoan Originator RequirementsFinancial Services ExperienceRegulatory ComplianceRisk ControlCustomer Needs IdentificationReferral Promotion
Soft Skills
Building Trust-Based RelationshipsCollaborationAdaptabilityProactive CommunicationCustomer Engagement
Tools & Technologies
Digital Banking ToolsBanking ProductsFinancial Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleOperational StandardsBranch OperationsWells Fargo Policies
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 and outreach
- Understand customer needs and connect them with relevant banking products, services, solutions, and digital tools
- 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 accurately processing transactions
- Maintain compliance, operational standards, and defined risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers and 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
- Ability to travel 100% of the time within assigned geography
- Ability to commute to assigned branch location(s) for the duration of the assignment
- Ability to work a schedule that includes Saturdays
- SAFE registration required at the time of employment; Wells Fargo will initiate the process after the start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- 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 preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating customer outreach preferred
- Comfort using digital tools and technology preferred
- Ability to identify customer needs and make appropriate referrals preferred
- Ability to collaborate with teammates and partners preferred
- Ability to follow policies and regulations and escalate risk concerns preferred
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Community investment recognition
- Training and coaching
- 10% pay differential eligibility