Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations supporting financial well-being .

Posted 11/12/2026full-timeSanta Clarita • 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 expertise in building customer relationships and identifying banking solutions while ensuring compliance with regulations. Proficient in cash handling and utilizing digital tools to enhance customer experiences.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCash Handling SkillsCompliance Adherence

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Active ListeningTrust BuildingCollaborationProactive CommunicationEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial Well-BeingRegulated EnvironmentCustomer-Facing RoleRisk ControlsBranch Operations

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations supporting financial well-being
Understand customer needs and connect them with banking products, services, and solutions
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 while processing transactions accurately
Use and adopt digital tools to enhance the customer experience
Deliver accurate, compliant service within 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
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 through calls, emails, or other channels
Demonstrated 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 is 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
This position is 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
Training and coaching
Incentive opportunities