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Personal Banker
Wells Fargo. Provide personalized banking support across multiple branch locations within an assigned geographic area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized banking support and building trust-based customer relationships while adhering to compliance and operational standards. Proficient in utilizing digital tools to enhance customer experience and effectively identify customer needs.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingFinancial Services ExperienceSAFE RegistrationDigital 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
Cash HandlingAccount OpeningService RequestsCredit ApplicationsCompliance StandardsRisk ControlCustomer Needs IdentificationBanking Products KnowledgeOperational StandardsCustomer Outreach
Soft Skills
Active ListeningTrust BuildingCollaborationEngagementAdaptability
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleCustomer ExperienceBranch GrowthRisk Management
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
- Understand customer needs and connect them with relevant banking products, services, and solutions
- Identify opportunities, promote solutions, and make appropriate referrals to support branch growth
- 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
- Coordinate handoffs to licensed bankers and other specialists
- Flex 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 through active listening, follow-up, and consistent engagement
- 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
- Ability to travel 100% of the time within assigned geography
- Ability to work a schedule including Saturdays
- SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
- Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- 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