Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

Posted 10/28/2026full-timeThe Woodlands • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, transaction processing, and compliance with financial regulations.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationCompliance with Financial RegulationsDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount Opening SupportCredit Application ProcessingReferral IdentificationRisk Control Compliance

Soft Skills

Effective CommunicationCollaborationTrust-BuildingProactive OutreachCustomer Needs Identification

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated EnvironmentCustomer-Facing ExperienceWells Fargo PoliciesLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations
Understand customer needs and connect them with relevant banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making referrals
Support new account openings, service requests, and credit applications
Perform cash handling and teller line activities while accurately processing transactions
Use digital tools and technologies to enhance the 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 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
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
Position is not eligible for Visa sponsorship
Prior financial services or highly regulated, customer-facing experience preferred
Experience building trust-based customer relationships preferred
Comfort initiating outreach through calls, emails, or other channels preferred
Comfort with digital tools and technology preferred
Ability to identify customer needs and make appropriate referrals preferred
Ability to collaborate with teammates and partners preferred
Ability to follow policies and regulations and escalate risk concerns preferred

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career growth and mobility
Equal opportunity employment
Medical accommodation support during recruitment