Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 9/15/2026full-timeMeridian • Idaho • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills, with a focus on identifying customer needs and connecting them to appropriate banking solutions. Proficient in compliance with financial regulations and operational standards while utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCompliance with Financial RegulationsDigital Tools ProficiencyCash Handling ExperienceLoan Originator Requirements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Effective CommunicationCollaborationTrust-BuildingProactive Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleOperational StandardsRisk Controls

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations
Lead 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 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 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
Ability to work a schedule that will include Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
Ability to pass credit report review and additional ongoing screening
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
Comfort initiating outreach through calls, emails, or other channels
Comfort with digital tools and technology and ability to 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
Work-life balance and well-being programs
Community investment recognition
Training and coaching
Career growth and mobility
Wells Fargo employee support and accommodations for disabilities
Drug-free workplace