Personal Banker

Wells Fargo

. Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions .

Posted 9/15/2026full-timeRockville • Maryland • United StatesJunior💰 $26 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills by proactively engaging with customers and building relationships while adhering to compliance and regulatory standards. Capable of educating customers on bank products and services, including mobile banking options, to help them succeed financially.

Highest-signal resume keywords

Customer Service FocusProactive Customer EngagementRelationship BuildingCompliance with S.A.F.E. RegulationsTeam Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Relationship ManagementComplex Transaction HandlingFraud PreventionCash HandlingService Request Processing

Soft Skills

IntegrityProfessionalismCommunicationProblem SolvingTeamwork

Tools & Technologies

Mobile Banking SolutionsBanking Software Systems

Certifications & Qualifications

SAFE RegistrationConsumer Financial Protection Bureau Loan Originator Qualification

Industry Keywords

Bank Products and ServicesFinancial Fitness StandardsMilitary ExperienceRisk ManagementCompliance Regulations

About the role

Key responsibilities & impact

Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
Assist customers with opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgment within defined policies and procedures
Develop understanding of bank products and services to connect them to customers’ needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services
Refer customers’ financial needs to other bankers and partners as needed
Maintain cash drawer, handle and balance cash, and complete service-related tasks
Comply with S.A.F.E. Mortgage Licensing Act requirements and related regulations
Follow Wells Fargo risk, compliance, escalation, and remediation requirements

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Ability to support customers and employees in resolving or escalating concerns or complaints
Ability to work a schedule that may include most Saturdays
SAFE registration at the time of employment
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary
This position is 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
Incentive opportunities may be available