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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 customer relationship management and financial services, with a strong ability to adapt to various branch environments and utilize digital tools to enhance customer experiences. Proven track record in cash handling, compliance, and operational standards within a highly regulated banking environment.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance and Risk ManagementFinancial Services Experience
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 ApplicationsCustomer Needs AssessmentBanking Products KnowledgeOperational Standards ComplianceRisk Control ManagementFinancial Solutions PromotionCustomer Outreach
Soft Skills
Building Trust-Based RelationshipsCollaborationAdaptabilityProactive CommunicationSound Judgment
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleBranch BankingCustomer ExperienceCompliance Standards
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 supporting financial well-being
- Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, and making 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 the customer experience
- Deliver accurate, compliant service and exercise sound judgment within risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers and 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 preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating outreach via calls, emails, or other channels preferred
- Comfort with digital tools and technology and ability to learn new systems 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 and escalate risk concerns preferred
- Ability to travel 100% of the time within assigned geography
- Ability to commute to assigned branch locations for the duration of assignments
- Ability to work a schedule that includes Saturdays
- SAFE registration required at employment; Wells Fargo will initiate the process after start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Credit report and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Career growth and mobility opportunities
- 10% pay differential