Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/9/2026full-timeNew York City • New York • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills through proactive engagement and active listening, while effectively utilizing digital tools to enhance customer experience. Possesses the ability to navigate compliance requirements and collaborate with team members to drive branch growth and support customer banking needs.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceCollaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Needs IdentificationTransaction ProcessingNew Account OpeningsService RequestsCredit Applications

Soft Skills

Active ListeningTrust-BuildingEffective CommunicationProactive Engagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleRisk Management

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
Use and adopt digital tools and technologies to enhance 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
Flex between cash handling and customer banking activities to support branch operations

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 is desired
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement 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
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo will initiate the process after the start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
Position is not eligible for Visa sponsorship

Benefits

Comp & perks

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