Personal Banker

Wells Fargo

. Provide support across branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies .

Posted 9/16/2026full-timeSylva • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer service skills with the ability to build and maintain relationships, educate customers on banking products and technology, and adhere to compliance and regulatory standards. Proficient in handling complex transactions and collaborating with team members to meet customer needs.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingCompliance AdherenceProactive Customer EngagementSAFE Registration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Complex Transaction HandlingAccount Opening AssistanceCredit Application SubmissionFraud PreventionCash HandlingDigital Banking SolutionsService Request CompletionFinancial Needs AssessmentRisk MonitoringRegulatory Standards Compliance

Soft Skills

IntegrityProfessionalismTeam CollaborationAdaptabilityCommunication

Tools & Technologies

Mobile BankingBanking SoftwareCustomer Relationship Management Systems

Certifications & Qualifications

SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification

Industry Keywords

Bank ProductsFinancial ServicesCustomer OutreachRisk ManagementCompliance Requirements

About the role

Key responsibilities & impact

Provide support across branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies
Adapt to changing priorities and new surroundings while meeting customer needs
Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
Assist customers with opening new accounts, completing service requests, and submitting credit applications
Receive manager direction and exercise judgment within defined policies and procedures
Develop understanding of bank products and services to connect with customers' needs
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 as needed
Maintain cash drawer; handle and balance cash; complete service-related tasks
Follow Wells Fargo risk, compliance, monitoring, governance, escalation, and remediation requirements

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 and connect customers to technology and mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience in military protocol, enlisted evaluations, officer/leadership reporting, personnel benefits management, military orders or transitions, wartime readiness, human resources, or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Ability to support customers and employees in resolving or escalating concerns or complaints
Ability to travel 100% of the time to different branches within assigned geography
Ability to work weekends and holidays as needed or scheduled
SAFE registration required at the time of employment
Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements and related regulatory standards
Must meet applicable financial responsibility, character, general financial fitness, criminal background, and ongoing screening requirements
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Equal opportunity employment
Medical accommodation support during the application or interview process
Drug-free workplace