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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 trust-based customer relationships, and utilizing digital tools to enhance customer experiences. Proven ability to comply with regulations while driving branch growth through effective communication and collaboration.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer InteractionAccount Opening SupportService Request ManagementCredit Application ProcessingRisk Control Compliance
Soft Skills
Proactive CommunicationCollaborationTrust BuildingAdaptabilityInitiative
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesRegulatory ComplianceCustomer-Facing RoleBranch OperationsBanking Products
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 while maintaining service quality and bank standards
- Build customer relationships through proactive, meaningful conversations
- 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 account openings, service requests, and credit applications
- Perform cash handling and teller line activities while maintaining compliance and operational standards
- Use 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 and specialists
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
- 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 and escalate risk concerns is desired
- Ability to travel 100% of the time within the assigned geography
- Ability to commute to assigned branch location(s) for the duration of the assignment
- Ability to work a schedule that includes Saturdays
- SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
- Loan Originators must meet LO/CFPB requirements and 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- 10% pay differential
- 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
- Training and coaching
- Incentive opportunities may be available