Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/23/2026full-timeCitrus Heights • California • United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills, with the ability to identify customer needs and connect them to appropriate banking solutions. Proficient in cash handling, compliance, and operational standards within a highly regulated financial services environment.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingNew Account OpeningsService RequestsCredit ApplicationsCompliance StandardsRisk ControlCustomer Needs IdentificationBanking Products KnowledgeLoan Originator RequirementsRegulatory Compliance

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaborationProactive OutreachSound Judgment

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesHighly Regulated EnvironmentCustomer-Facing RoleOperational StandardsWells Fargo Policies

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful 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 and adopt digital tools and technologies to enhance the customer experience
Deliver accurate, compliant service while exercising sound judgment within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers or other 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 one or a combination of work experience, training, military experience, or education
Ability to work a schedule that will include Saturdays
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
A credit report may be reviewed, excluding credit score
Additional ongoing screening may apply
This 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

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