Personal Banker

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 11/2/2026full-timeJackson • Wyoming • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing personalized banking support, building customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance with financial regulations, and adapting to various branch environments.

Highest-signal resume keywords

Customer Relationship BuildingCash HandlingDigital Tools ProficiencyCompliance with Financial RegulationsSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer InteractionCash Handling ActivitiesAccount Opening SupportService Request ProcessingCredit Application SupportRisk Control ComplianceReferral IdentificationDiscovery-Driven ConversationsTransaction ProcessingLoan Originator Requirements

Soft Skills

AdaptabilityCollaborationProactive CommunicationTrust BuildingCustomer Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Systems

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing ExperienceWells Fargo PoliciesRisk ManagementCustomer Needs Identification

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
Conduct discovery-driven conversations to understand customer needs
Connect customers 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 and process transactions accurately
Use digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Coordinate handoffs to licensed bankers and other specialists
Commute to assigned branch locations for the duration of assignments

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 work a schedule that includes Saturdays
Ability to flex between cash handling and customer banking activities
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Prior financial services or highly regulated customer-facing experience
Experience building trust-based customer relationships
Comfort initiating customer outreach through calls, emails, or other channels
Comfort with digital tools and technology and ability to learn new systems
Ability to identify customer needs and make appropriate referrals
Ability to collaborate with teammates and partners
Ability to follow policies and regulations and escalate risk concerns

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Training and coaching
10% pay differential eligibility