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Wells Fargo

Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 9/29/2026full-timeAlpine • 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 by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, transaction processing, and compliance within a regulated financial services environment.

Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance AdherenceDigital Tools ProficiencySAFE Registration

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
Transaction ProcessingAccount OpeningCredit Application SupportRisk Control ManagementFinancial Services Knowledge
Soft Skills
Trust-BuildingCollaborationProactive CommunicationCustomer Needs Identification
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated EnvironmentCustomer-Facing Role

About the role

Key responsibilities & impact
  • Build lasting customer relationships through proactive conversations
  • Understand customer needs and connect them with banking products, services, and solutions
  • 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 and adopt digital tools and technologies to enhance customer experience
  • Deliver accurate, compliant service within defined risk controls
  • Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists
  • Support branch operations by flexing between cash handling and customer banking activities
  • Provide account openings and ongoing account support

Requirements

What you’ll need
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education
  • Prior experience in financial services or a highly regulated, customer-facing role is desired
  • Experience building trust-based customer relationships is desired
  • Comfort initiating outreach through calls, emails, or other channels is desired
  • Comfort with digital tools and technology is desired
  • Ability to identify customer needs and connect them to appropriate solutions is desired
  • Ability to collaborate with teammates and partners is desired
  • Ability to follow policies and regulations and escalate risk concerns is desired
  • 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
  • Must meet standards related to financial responsibility, character, fitness, and criminal background
  • A credit report may be reviewed and additional ongoing screening may apply
  • Position is not eligible for Visa sponsorship

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Work-life balance and well-being programs
  • Training and coaching
  • 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