Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/14/2026full-timeWauwatosa • Wisconsin • 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 the ability to connect customer needs to appropriate banking solutions while ensuring compliance with operational standards. Proficient in using digital tools to enhance customer experience and support branch operations.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Needs AssessmentAccount Opening SupportService Request ManagementCredit Application ProcessingRisk Control Compliance

Soft Skills

Effective CommunicationCollaborationTrust-BuildingProactive Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch Operations

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 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 and specialists
Flex between cash handling and customer banking activities to support branch operations
Provide strong service through 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, education
Prior experience in financial services or a highly regulated, customer-facing role preferred
Experience building trust-based customer relationships preferred
Comfort initiating outreach through 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 work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
A credit report may be reviewed and additional ongoing screening may apply
Position is 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
Equal opportunity employment
Medical accommodation support during recruitment or interviews
Drug-free workplace