Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 10/14/2026full-timeRound Rock • 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, with a focus on proactive engagement and understanding customer needs. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences in a financial services environment.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingBilingual Proficiency in SpanishSAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Needs IdentificationNew Account OpeningsService RequestsCredit ApplicationsCompliance StandardsRisk ControlLoan Originator Requirements

Soft Skills

Active ListeningCollaborationTrust-BuildingProactive Communication

Tools & Technologies

Digital ToolsBanking ProductsCustomer Engagement Technologies

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing Role

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive 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 everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities 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
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 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
Bilingual speaking proficiency in Spanish
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
Subject to credit report review and additional ongoing screening
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility opportunities