Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 9/30/2026full-timeIrvine • California • 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, with a focus on identifying customer needs and connecting them to appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with RegulationsCollaboration with Teammates

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Needs IdentificationAccount Opening SupportCredit Application ProcessingRisk Control ComplianceTeller Line Activities

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationProactive Outreach

Tools & Technologies

Digital Banking Tools

Certifications & Qualifications

SAFE RegistrationLoan Originator Compliance

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleBranch OperationsCustomer Banking Activities

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 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 the customer experience
Deliver accurate, compliant service 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

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of 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
Demonstrated comfort with digital tools and technology 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
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns is desired
Ability to work a schedule that will include 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 comply with Wells Fargo policies
Must satisfy standards related to financial responsibility, character, fitness, and criminal background
This 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