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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 customer relationship management and banking operations, with a strong focus on compliance and risk management. Proficient in utilizing digital tools to enhance customer experiences and drive branch growth.
Highest-signal resume keywords
Customer Relationship ManagementCash 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 ProcessingAccount Opening SupportCredit Application ProcessingCustomer Needs Assessment
Soft Skills
Active ListeningProactive CommunicationCollaborationTrust-BuildingAdaptability
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing RoleRisk ManagementBranch GrowthCustomer Engagement
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 conversations and outreach
- Understand customer needs and connect them with banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, and making 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
- Exercise sound judgment within defined risk controls
- Coordinate handoffs to licensed bankers and specialists
- Flex between cash handling and customer banking activities across assigned branches
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 through active listening, follow-up, and consistent engagement preferred
- Comfort initiating outreach through calls, emails, or other channels preferred
- Comfort with digital tools and technology, with ability to quickly learn new systems preferred
- Ability to identify customer needs and connect them to appropriate solutions preferred
- Proven ability to collaborate with teammates and partners preferred
- Ability to follow policies and regulations while identifying and escalating 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 the time of employment; Wells Fargo initiates the process after start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- 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
- 10% hourly base pay differential increase eligibility