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Personal Banker
Wells Fargo. Provide support across multiple branch locations within a specific geography when bankers or tellers are unavailable or vacancies need temporary coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills by proactively engaging with clients and recommending suitable banking products and services. Complies with regulatory requirements and maintains financial integrity while providing support across multiple branch locations.
Highest-signal resume keywords
Customer Interaction ExperienceS.A.F.E. Mortgage Licensing Act ComplianceLoan Originator RequirementsCash Handling and BalancingRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account OpeningService Request CompletionCredit Application SubmissionCash Drawer MaintenanceFinancial Product Knowledge
Soft Skills
AdaptabilityRelationship BuildingProactive OutreachJudgment and Decision-Making
Certifications & Qualifications
SAFE Registration
Industry Keywords
Risk ComplianceRegulation ZFinancial Responsibility StandardsCustomer Needs Assessment
About the role
Key responsibilities & impact- Provide support across multiple branch locations within a specific geography when bankers or tellers are unavailable or vacancies need temporary coverage
- Adapt to changing priorities and new branch environments while meeting customer needs
- Build customer relationships through proactive outreach and recommend appropriate products, services, and digital solutions
- Assist with opening new accounts, completing service requests, and submitting credit applications
- Receive manager direction and exercise judgment within established policies and procedures
- Learn bank products and services and connect them to customer needs
- Interact with customers to demonstrate care and build relationships
- Provide suitable banking product and service options
- Refer customers’ financial needs to other bankers and partners
- Maintain cash drawer, handle and balance cash, and complete service-related tasks
- Follow applicable risk, compliance, and regulatory programs and escalate issues when needed
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
- Ability to travel 100% of the time to different branches within assigned geography
- Ability to work weekends and holidays as needed or scheduled
- Ability to comply with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations
- SAFE registration required at the time of employment
- Must meet Loan Originator requirements under Regulation Z
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary
- Acceptable background investigation results required
- This 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
- Career growth and mobility opportunities
- Equal opportunity employment
- Medical accommodation support during recruitment or interviews
- Drug-free workplace