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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 financial services, with a strong ability to adapt to various branch environments and utilize digital tools to enhance customer experiences. Proven track record in cash handling, compliance, and effective communication to support banking operations.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with RegulationsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash HandlingAccount OpeningService RequestsCredit ApplicationsTransaction Processing
Soft Skills
Active ListeningBuilding TrustCollaborationProactive CommunicationAdaptability
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesCustomer-Facing RoleRisk ManagementRegulatory ComplianceBranch Operations
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 and engagement
- Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
- Support account openings, service requests, and credit applications
- Perform cash handling and teller line activities and accurately process transactions
- Use digital tools and technologies to enhance customer experience and support banking needs
- Deliver accurate, compliant service and exercise sound judgment within 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 is desired
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement is desired
- Comfort initiating outreach through calls, emails, or other channels is desired
- Demonstrated comfort with digital tools and technology and ability to quickly learn new systems is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Proven ability to collaborate with teammates and partners is desired
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
- 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 initiates the process after start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
- Must undergo applicable credit report review and ongoing screening
- Not eligible for Visa sponsorship
Benefits
Comp & perks- 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
- 10% pay differential eligibility
- Incentive opportunities may be available
- Training and coaching
- Career mobility opportunities