Personal Banker

Wells Fargo

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

Posted 11/11/2026full-timeBoise • Idaho • 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 trust-based customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance, and operational standards within a highly regulated financial services environment.

Highest-signal resume keywords

Customer Relationship BuildingCash HandlingDigital Tools ProficiencyCompliance AdherenceFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Customer OutreachCollaborationTrust BuildingAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Systems

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleOperational StandardsRisk ControlsBranch Operations

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
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
Process transactions accurately 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
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
Comfort initiating outreach through calls, emails, or other channels
Comfort using digital tools and technology and learning 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 travel 100% of the time within the assigned geography
Ability to commute to assigned branch locations for the duration of assignments
Availability to work schedules including Saturdays
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 standards related to financial responsibility, character, fitness, and criminal background
Must comply with credit-report review and ongoing screening requirements
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
10% pay differential eligibility
Equal opportunity employment
Medical accommodation during recruitment/interview process
Drug-free workplace