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Personal Banker
Wells Fargo. Build lasting customer relationships through proactive conversations supporting financial well-being .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building customer relationships and providing tailored banking solutions while ensuring compliance with financial regulations. Proficient in utilizing digital tools to enhance customer experience and support branch operations.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance AdherenceCollaboration Skills
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 OpeningCredit Application ProcessingRisk Control ManagementCustomer Needs Assessment
Soft Skills
Proactive CommunicationTrust BuildingInitiative in OutreachTeam CollaborationProblem Solving
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial Well-BeingRegulated Customer-Facing RoleLoan Originator RequirementsWells Fargo Policies
About the role
Key responsibilities & impact- Build lasting 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 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 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 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, or education
- 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 quickly learn new systems is desired
- Ability to identify customer needs and connect them to appropriate solutions is desired
- Proven 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 will include Saturdays
- SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards
- 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
- Training and coaching
- Work-life balance and well-being programs