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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 providing personalized banking support and building trust-based customer relationships while adhering to compliance and risk management standards. Proficient in utilizing digital tools to enhance customer experience and effectively collaborate with branch teams.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingFinancial Services ExperienceDigital Tools ProficiencySAFE 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 HandlingAccount OpeningService RequestsCredit ApplicationsTransaction ProcessingCustomer Needs IdentificationRegulatory ComplianceRisk Control AdherenceFinancial Product KnowledgeCustomer Engagement
Soft Skills
Active ListeningProactive CommunicationCollaborationTrust BuildingAdaptability
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulatory ComplianceRisk ManagementBanking Standards
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 supporting financial well-being
- Lead discovery-driven conversations to understand customer needs and connect them with 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 process transactions accurately
- Use 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
- Flex 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, or education
- Prior experience in financial services or a highly regulated customer-facing role
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- 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
- Ability to travel 100% of the time within 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 related to financial responsibility, character, fitness, and criminal background
- Position is 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
- Equal opportunity employer
- Medical accommodation during application or interview process
- Drug-free workplace