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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 strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance StandardsDigital Tools ProficiencySAFE Registration
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 HandlingTransaction ProcessingNew Account OpeningsService RequestsCredit ApplicationsCustomer Needs AssessmentFinancial Services ExperienceLoan Originator RequirementsRegulatory ComplianceRisk Management
Soft Skills
Effective CommunicationCollaborationTrust-BuildingProactive OutreachSound Judgment
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulated EnvironmentWells 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 everyday banking needs, including new account openings, service requests, and credit applications
- Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance and operational standards
- Use and adopt digital tools and technologies to enhance the customer experience
- Deliver accurate, compliant service while exercising sound judgment within defined risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
- Support branch operations by flexing between cash handling and customer banking activities
- Participate in Wells Fargo training and coaching for career growth and mobility
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through 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 the start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
- Prior experience in financial services or a highly regulated, customer-facing role is desired
- Experience building trust-based customer relationships is desired
- Comfort initiating outreach through calls, emails, or other channels is desired
- Comfort with digital tools and technology and ability to learn new systems is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Ability to collaborate with teammates and partners is desired
- Ability to follow policies and regulations and escalate risk concerns is desired
Benefits
Comp & perks- Robust benefits
- Work-life balance and well-being programs
- 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 may be available