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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 delivering compliant banking services while effectively utilizing digital tools. Proven ability to identify customer needs and connect them with appropriate banking solutions in a regulated environment.
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 IdentificationAccount Opening SupportCredit Application ProcessingCompliance AdherenceRisk Control Management
Soft Skills
Active ListeningEffective CommunicationCollaborationTrust BuildingProactive Engagement
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated EnvironmentCustomer-Facing RoleLoan Originator RequirementsWells Fargo Policies
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful conversations
- Lead discovery-driven conversations to 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 and adopt 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 or other 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 one or a combination of 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
- 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 through active listening, follow-up, and consistent engagement
- Comfort initiating outreach through calls, emails, or other channels
- Demonstrated 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 while identifying and escalating 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