Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/7/2026full-timeMagnolia • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingBilingual Proficiency in Spanish/EnglishSAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingCustomer ServiceAccount Opening SupportCredit Application ProcessingDigital Tools ProficiencyRisk Control ComplianceCustomer Needs IdentificationReferral PromotionTransaction ProcessingRegulatory Compliance

Soft Skills

Active ListeningTrust BuildingCollaborationEffective CommunicationEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulated EnvironmentLoan Originator RequirementsCredit Report Review

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 accurately processing transactions
Use and adopt 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
Support account openings and ongoing account support

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 via 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
Bilingual speaking and listening proficiency in Spanish/English
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
Must pass applicable credit report review and ongoing screening
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility opportunities
Equal opportunity employment
Medical accommodations during the application or interview process