Personal Banker

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 9/28/2026full-timeSheboygan • Wisconsin • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management and banking operations, with a strong focus on compliance and risk management. Proficient in utilizing digital tools to enhance customer experiences and drive branch growth through effective communication and collaboration.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance and Risk ManagementDigital Tools ProficiencyFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Customer Needs IdentificationAccount Opening SupportService Request ManagementCredit Application ProcessingTeller Line Activities

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaboration with TeammatesProactive Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleBranch OperationsRisk Controls

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
Build customer relationships through proactive conversations and outreach
Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support 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 (desired)
Experience building trust-based customer relationships (desired)
Comfort initiating outreach through calls, emails, or other channels (desired)
Comfort with digital tools and technology and ability to learn new systems (desired)
Ability to identify customer needs and connect them to appropriate solutions (desired)
Ability to collaborate with teammates and partners (desired)
Ability to follow policies and regulations and escalate risk concerns (desired)
Ability to travel 100% of the time within the assigned geography
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after the 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
10% pay differential eligibility