Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 10/16/2026full-timeJupiter • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building customer relationships and identifying needs to connect clients with appropriate banking solutions. Proficient in cash handling, transaction processing, and compliance within a regulated financial services environment.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance AdherenceDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount Opening SupportCredit Application ProcessingRisk Control ManagementCustomer Needs Identification

Soft Skills

Proactive CommunicationCollaborationTrust BuildingAdaptabilityInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing RoleOperational StandardsLoan Originator Compliance

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations
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 new 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 the customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
Flex between cash handling and customer banking activities to support branch operations

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
Comfort with digital tools and technology and ability to learn new systems preferred
Ability to identify customer needs and connect them to appropriate solutions preferred
Ability to collaborate with teammates and partners preferred
Ability to follow policies and regulations and escalate risk concerns preferred
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
Must satisfy financial responsibility, character, fitness, criminal background, and ongoing screening requirements
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
Community investment opportunities
Employee assistance and accommodation support
Drug-free workplace