Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/22/2026full-timeBartonville • Texas • United StatesJuniorWebsite

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 effective communication. Proficient in cash handling, compliance with financial regulations, and utilizing digital tools to enhance customer experiences.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningCredit ApplicationsCompliance StandardsRisk ControlCustomer Needs AssessmentFinancial Products KnowledgeReferral ManagementOperational StandardsLoan Originator Requirements

Soft Skills

Active ListeningTrust BuildingCollaborationEffective CommunicationCustomer Engagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing RoleWells Fargo PoliciesLO/CFPB Requirements

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 and specialists
Support branch operations by flexing between cash handling and customer banking activities
Provide account openings and ongoing account support

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
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
Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
A credit report may be reviewed and additional ongoing screening may apply
This position is not eligible for Visa sponsorship
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

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility
Equal opportunity employment
Medical accommodation support during recruitment/interview process
Drug-free workplace