Personal Banker

Wells Fargo

. Provide support across branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies .

Posted 10/7/2026full-timeHendersonville • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer service skills with the ability to build and maintain relationships, educate customers on banking products, and effectively handle complex transactions. Proficient in following policies and regulations while providing support across multiple branch locations.

Highest-signal resume keywords

Customer Service FocusRelationship BuildingComplex Transaction HandlingSAFE RegistrationLoan Originator Qualification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer InteractionAccount OpeningService Request CompletionCredit Application SubmissionCash HandlingFraud PreventionTechnology EducationProactive Outreach

Soft Skills

IntegrityProfessionalismTeam CollaborationAdaptability

Tools & Technologies

Mobile Banking Solutions

Certifications & Qualifications

SAFE Registration

Industry Keywords

Bank ProductsFinancial ServicesRegulation ZMilitary ExperienceCustomer Relationship Management

About the role

Key responsibilities & impact

Provide support across branch locations within a specific geography when a banker or teller is out of the office or to temporarily cover vacancies
Adapt to changing priorities and new surroundings while meeting customer needs
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 with 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
Travel to different branches within the assigned geography

Requirements

What you’ll need

6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or 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
Support customers and employees in resolving or escalating concerns or complaints
Ability to travel 100% of the time to different branches within assigned geography
Ability to work weekends and holidays as needed or scheduled
SAFE registration required at the time of employment
Must meet Loan Originator qualification requirements under Regulation Z and applicable financial responsibility, character, financial fitness, criminal background, and ongoing regulatory standards
Not eligible for Visa sponsorship

Benefits

Comp & perks

Equal opportunity employment
Drug-free workplace
Medical accommodation support during the application or interview process