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Personal Banker
Wells Fargo. Provide personalized banking support across multiple branch locations within an assigned geographic area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized banking support, building customer relationships, and utilizing digital tools to enhance customer experience. Proficient in cash handling, compliance, and operational standards within a highly regulated financial services environment.
Highest-signal resume keywords
Customer Relationship BuildingCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration
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 HandlingTransaction ProcessingCustomer ServiceAccount OpeningCredit Application Processing
Soft Skills
Relationship BuildingCollaborationAdaptabilityProactive Communication
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleRisk ManagementCustomer Needs Identification
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
- Identify customer needs and connect them with banking products, services, and solutions
- Drive branch growth through appropriate referrals
- 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
- Deliver accurate, compliant service within defined risk controls
- Coordinate handoffs to licensed bankers and specialists
- Commute to assigned branch locations for the duration of assignments
- Flex between cash handling and customer banking activities
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 preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating outreach through calls, emails, or other channels preferred
- Demonstrated comfort with digital tools and technology preferred
- Ability to identify customer needs and connect them to appropriate solutions preferred
- Proven ability to collaborate with teammates and partners preferred
- Demonstrated ability to follow policies and regulations and escalate risk concerns preferred
- Ability to travel 100% of the time within the assigned geography
- Ability to work a schedule that includes Saturdays
- SAFE registration required at employment; Wells Fargo initiates the process after the start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Must meet standards related to financial responsibility, character, fitness, and criminal background
- Must be eligible to work without visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- 10% pay differential eligibility
- Equal opportunity employment
- Medical accommodation support for applicants with disabilities