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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive, meaningful conversations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to relevant banking products and services. Proficient in cash handling, transaction processing, and utilizing digital tools to enhance customer experience while ensuring compliance with financial regulations.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencySAFE RegistrationFinancial 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
Transaction ProcessingAccount OpeningService RequestsCredit ApplicationsRisk Control Compliance
Soft Skills
Building Trust-Based RelationshipsEffective CommunicationCollaborationInitiative in Outreach
Tools & Technologies
Digital Banking Tools
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulatory ComplianceLoan Originator Requirements
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful conversations
- Lead discovery-driven conversations to 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 accurately processing transactions
- Use and adopt digital tools and technologies to enhance customer experience
- Deliver accurate, compliant service within defined risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
- Flex between cash handling and customer banking activities, emphasizing account openings and ongoing account support
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of: work experience, training, military experience, education
- Ability to work a schedule that will include Saturdays
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
- Prior experience in financial services or a highly regulated, customer-facing role is desired
- Experience building trust-based customer relationships is desired
- Comfort initiating outreach through calls, emails, or other channels is desired
- Comfort with digital tools and technology is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Ability to collaborate with teammates and partners is desired
- Ability to follow policies and regulations while identifying and escalating risk concerns is desired
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