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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive, meaningful conversations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building customer relationships and connecting clients with relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Needs AssessmentAccount Opening SupportCredit Application ProcessingRegulatory ComplianceRisk Control Management
Soft Skills
Effective CommunicationCollaborationTrust BuildingProactive OutreachProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleLoan Originator RequirementsCompliance StandardsOperational Standards
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful 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 the 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 to support branch operations
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 will include Saturdays
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
- 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 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
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 may be available