Personal Banker

Wells Fargo

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

Posted 9/22/2026full-timeHuntersville • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building trust-based customer relationships and effectively connecting customer needs with appropriate banking solutions. Proficient in cash handling, compliance with financial regulations, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceActive ListeningDigital Tools ProficiencyCompliance with Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingNew Account OpeningCredit Application SupportRisk Control Adherence

Soft Skills

Proactive CommunicationCollaborationTrust BuildingCustomer Engagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial Well-BeingHighly Regulated EnvironmentCustomer-Facing RoleLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations supporting financial well-being
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 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 the customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers or 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
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
Comfort initiating 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 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 required at the time of employment; Wells Fargo initiates the process after the start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility opportunities
Equal opportunity employment
Medical accommodation support during recruitment or interviews