Personal Banker

Wells Fargo

. Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions .

Posted 10/6/2026full-timeFullerton • California • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer service skills by proactively engaging with customers, building relationships, and providing tailored banking solutions. Possesses the ability to identify and mitigate risks while adhering to regulatory compliance and internal policies.

Highest-signal resume keywords

Customer Service FocusRelationship BuildingFraud PreventionRegulatory ComplianceProactive Customer Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingService Request ProcessingCredit Application SubmissionMobile Banking EducationComplex Transaction Management

Soft Skills

IntegrityProfessionalismTeam CollaborationProblem ResolutionCommunication

Certifications & Qualifications

SAFE Registration

Industry Keywords

Bank ProductsFinancial ServicesConsumer Financial Protection BureauMilitary ProtocolPersonnel Benefits Management

About the role

Key responsibilities & impact

Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions
Assist customers with opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgment within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customers
Refer customers' financial needs to other bankers and partners as needed
Maintain cash drawer, cash handling and balancing, and complete service-related tasks
Identify potential fraud or risky accounts and take appropriate action to prevent loss
Resolve or escalate customer and employee concerns or complaints
Follow Wells Fargo policies, procedures, risk programs, and regulatory compliance obligations

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Ability to work a schedule that may include most Saturdays
SAFE registration at the time of employment
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Successful candidates must meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship

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
Incentive opportunities