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Wells Fargo

Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 11/6/2026full-timeProsper • Texas • 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 connecting clients with appropriate banking solutions while ensuring compliance with operational standards. Proficient in utilizing digital tools to enhance customer experience and support branch operations.

Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

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
Customer Needs AssessmentAccount Opening SupportService Request ManagementCredit Application ProcessingRisk IdentificationFinancial Services KnowledgeLoan Originator Compliance
Soft Skills
Proactive CommunicationCollaborationTrust BuildingInitiative
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch Operations

About the role

Key responsibilities & impact
  • Build lasting customer relationships through proactive conversations
  • 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 new account openings, service requests, and credit applications
  • Perform cash handling and teller line activities while maintaining compliance and operational standards
  • Use and adopt digital tools and technologies 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 preferred
  • Experience building trust-based customer relationships preferred
  • Comfort initiating outreach through calls, emails, or other channels preferred
  • Comfort with digital tools and technology preferred
  • Ability to identify customer needs and connect them to appropriate solutions preferred
  • Proven ability to collaborate with teammates and partners preferred
  • Ability to follow policies and regulations while identifying and escalating risk concerns preferred
  • Ability to work a schedule that includes Saturdays
  • SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
  • Must satisfy standards related to financial responsibility, character, fitness, and criminal background
  • This position is not eligible for Visa sponsorship

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Programs supporting work-life balance and well-being
  • Training and coaching
  • Career growth and mobility
  • Equal opportunity employment
  • Medical accommodation support
  • Drug-free workplace