Wells Fargo

Personal Banker

Wells Fargo
Posted 10/20/2026full-timeFort Lauderdale • Florida • United StatesJuniorWebsite
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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 customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance, and operational standards while effectively collaborating with branch teams.

Highest-signal resume keywords
Customer Relationship BuildingCash HandlingBilingual Proficiency in Spanish/EnglishSAFE RegistrationFinancial Services Experience

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 while maintaining service quality and bank standards
  • Build customer relationships through proactive conversations and outreach
  • 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 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 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 travel 100% of the time within assigned geography
  • Ability to work a schedule that includes Saturdays
  • Prior experience in financial services or a highly regulated customer-facing role preferred
  • Bilingual speaking and listening proficiency in Spanish/English preferred
  • Experience building trust-based customer relationships preferred
  • Comfort initiating outreach via calls, emails, or other channels preferred
  • Comfort with digital tools and technology preferred
  • Ability to identify customer needs and connect them to appropriate solutions preferred
  • Ability to collaborate with teammates and partners preferred
  • Ability to follow policies and regulations while identifying and escalating risk concerns preferred
  • SAFE registration required at the time of employment; Wells Fargo will initiate the process after the start date
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
  • 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
  • Work-life balance and well-being programs
  • Training and coaching
  • 10% pay differential

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Cash HandlingCustomer ServiceAccount OpeningCredit ApplicationsRisk Management
Soft Skills
CollaborationAdaptabilityProactive CommunicationTrust BuildingProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch OperationsLoan Originator Requirements