Personal Banker

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 9/21/2026full-timeSanta Fe • New Mexico • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customers to appropriate banking solutions while maintaining compliance with operational standards. Proficient in using digital tools to enhance customer experience and effectively manage cash handling and teller activities.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceActive ListeningDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs IdentificationAccount Opening SupportCredit Application Processing

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaborationProactive OutreachSound Judgment

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleOperational StandardsRisk ControlsCompliance

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs
Build customer relationships through proactive conversations and outreach
Conduct discovery-driven conversations to understand customer needs
Connect customers with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make referrals to drive branch growth
Support account openings, service requests, and credit applications
Perform cash handling and teller line activities
Process transactions accurately while maintaining compliance and operational standards
Use digital tools and technologies to enhance customer experience
Exercise sound judgment within defined risk controls
Coordinate handoffs to licensed bankers and specialists
Commute to assigned branch locations for the duration of assignments

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
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
Comfort initiating outreach through calls, emails, or other channels
Comfort with digital tools and technology and ability to quickly learn new systems
Ability to identify customer needs and connect them to appropriate solutions
Ability to collaborate with teammates and partners
Ability to follow policies and regulations and escalate risk concerns
Ability to travel 100% of the time within assigned geography
Ability to work a schedule that includes Saturdays
Ability to flex between cash handling and customer banking activities
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility opportunities
10% pay differential