Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 10/23/2026full-timeSurprise • Arizona • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingCustomer ServiceAccount Opening SupportCredit Application ProcessingRisk Control Compliance

Soft Skills

Building Trust-Based RelationshipsCollaborationInitiating Customer Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleLoan Originator RequirementsPolicies and Regulations

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 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 and specialists
Flex between cash handling and customer banking activities
Support account openings and ongoing account service

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 work a schedule that includes Saturdays
Prior experience in financial services or a highly regulated, customer-facing role (desired)
Experience building trust-based customer relationships (desired)
Comfort initiating customer outreach via calls, emails, or other channels (desired)
Comfort with digital tools and technology and ability to learn new systems (desired)
Ability to identify customer needs and connect them to appropriate solutions (desired)
Ability to collaborate with teammates and partners (desired)
Ability to follow policies and regulations and escalate risk concerns (desired)
SAFE registration 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
Must meet standards related to financial responsibility, character, fitness, and criminal background
Subject to credit report review and additional ongoing screening
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility opportunities
Equal opportunity employment
Disability accommodations during recruitment and hiring
Drug-free workplace