Personal Banker

Wells Fargo

. Build customer relationships through proactive outreach .

Posted 10/22/2026full-timeCharlotte • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills with the ability to build and maintain relationships while educating clients on banking products and digital solutions. Proficient in handling complex transactions and adhering to regulatory requirements.

Highest-signal resume keywords

Customer Service FocusProactive Customer EngagementSAFE RegistrationLoan Originator RequirementsFraud Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningService RequestsCredit ApplicationsCash HandlingComplex Transaction Management

Soft Skills

Relationship BuildingIntegrityProfessionalismJudgmentCommunication

Tools & Technologies

Mobile Banking SolutionsBanking ProductsDigital Solutions

Certifications & Qualifications

SAFE Registration

Industry Keywords

Regulation ZFinancial ResponsibilityCriminal Background StandardsOngoing Regulatory Requirements

About the role

Key responsibilities & impact

Build customer relationships through proactive outreach
Propose appropriate banking products, services, and digital solutions
Assist customers with opening accounts, service requests, and credit applications
Receive direction from managers and exercise judgment within policies and procedures
Develop understanding of bank products and services
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services
Refer customers' financial needs to other bankers and partners
Maintain cash drawer, handle and balance cash
Complete service-related tasks as needed
Travel to different branches within the assigned geography

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate customers about technology and mobile banking options
Ability to build and maintain customer relationships and internal partnerships
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action
Ability to interact with integrity and professionalism
SAFE registration required at the time of employment
Must meet Loan Originator requirements under Regulation Z
Must meet applicable financial responsibility, character, financial fitness, and criminal background standards
Must meet ongoing regulatory requirements and additional screening, if necessary
Not eligible for Visa sponsorship
Ability to work a schedule that may include most Saturdays
Ability to travel 100% of the time to different branches within assigned geography

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Career growth and development opportunities
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace