Personal Banker

Wells Fargo

. Provide personalized banking support across multiple branch locations within an assigned geographic area .

Posted 9/29/2026full-timeEugene • Oregon • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management and compliance within the financial services sector, utilizing digital tools to enhance customer experiences and support banking operations.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingCompliance and Risk ManagementDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer ServiceAccount OpeningService RequestsCredit ApplicationsTeller Line ActivitiesFinancial Services ExperienceRegulatory ComplianceRisk ControlDiscovery ConversationsSolution Promotion

Soft Skills

Active ListeningTrust BuildingCollaborationAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulated EnvironmentBranch OperationsCustomer Engagement

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
Build customer relationships through proactive conversations
Conduct 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 while maintaining compliance and operational standards
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
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
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 time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Subject to credit report review and additional ongoing screening
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
10% pay differential