Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/1/2026full-timeLivermore • 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 through proactive engagement and active listening, while effectively utilizing digital tools to enhance service delivery in a regulated financial environment.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance AdherenceCollaboration Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash HandlingTeller Line ActivitiesNew Account OpeningsService RequestsCredit Applications

Soft Skills

Active ListeningTrust BuildingInitiative in OutreachConsistent Engagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Regulated Financial EnvironmentRisk ManagementCustomer-Facing Role

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
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 one or a combination of the following: work experience, training, military experience, 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 (calls, emails, or other channels)
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems
Ability to identify customer needs and connect them to appropriate solutions
Proven ability to collaborate with teammates and partners
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Ability to work a schedule that will include Saturdays
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including 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