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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 cash handling, compliance, and the use of digital tools to enhance customer experience. Proven ability to adapt to various branch environments while maintaining high service standards and driving branch growth.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with Banking RegulationsBranch Operations Support
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 HandlingCustomer Banking ActivitiesAccount OpeningsService RequestsCredit ApplicationsTransaction ProcessingDiscovery-Driven ConversationsIdentifying Customer NeedsPromoting Banking SolutionsReferral Generation
Soft Skills
Building Trust-Based RelationshipsProactive CommunicationCollaboration with TeammatesAdaptability to New EnvironmentsInitiating Outreach
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE RegistrationLoan Originator Certification
Industry Keywords
Financial ServicesRegulated Customer-Facing ExperienceWells Fargo PoliciesRisk ControlsCustomer Needs Assessment
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
- Conduct discovery-driven conversations to understand customer needs
- Connect customers with relevant banking products, services, solutions, and digital tools
- 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 and process transactions accurately
- Use and adopt digital tools to enhance 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
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 travel 100% of the time within 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 will initiate the process after start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
- Ability to flex between cash handling and customer banking activities
- Prior financial services or highly regulated customer-facing experience preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating outreach through calls, emails, or other channels preferred
- Comfort with digital tools and technology 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
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Training and coaching
- 10% pay differential