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Personal Banker
Wells Fargo. Provide personalized banking support across multiple branch locations within an assigned geographic area .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management and financial services, with a strong ability to connect customers to appropriate banking solutions while ensuring compliance with regulations. Proficient in cash handling and utilizing digital tools to enhance customer experiences.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyFinancial Services ExperienceSAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash HandlingCustomer ServiceAccount Opening SupportCredit Application ProcessingTransaction ProcessingRegulatory ComplianceRisk ManagementCustomer Needs IdentificationSolution PromotionReferral Management
Soft Skills
Building Trust-Based RelationshipsEffective CommunicationCollaborationAdaptabilityProactive Outreach
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulated EnvironmentBanking StandardsRisk 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
- Lead discovery-driven conversations to understand customer needs
- Connect customers with relevant banking products, services, and solutions
- Identify opportunities, promote solutions, and make referrals to meet customer and business goals
- Support account openings, service requests, and credit applications
- Perform cash handling and teller line activities and accurately process transactions
- 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
- 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 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 via calls, emails, or other channels is desired
- Comfort with digital tools and technology and ability to learn new systems 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 travel 100% of the time within the assigned geography
- Ability to commute to assigned branch location(s) for the duration of the assignment
- 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 comply with Wells Fargo policies
- Subject to financial responsibility, character, fitness, criminal background, credit report, and ongoing screening requirements
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- 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
- 10% pay differential eligibility
- Incentive opportunities may be available