Personal Banker

Wells Fargo

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

Posted 11/6/2026full-timeHouston • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core 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 connect customer needs with appropriate banking solutions.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceCash HandlingAccount OpeningTransaction ProcessingCredit Application Support

Soft Skills

Relationship BuildingCollaborationCommunicationAdaptabilityInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleRisk ManagementBanking Products

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
Understand customer needs and connect them with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make appropriate 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
Coordinate handoffs to licensed bankers and other 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, or education
Prior experience in financial services or a highly regulated customer-facing role desired
Experience building trust-based customer relationships desired
Comfort initiating outreach through calls, emails, or other channels desired
Comfort with digital tools and technology desired
Ability to identify customer needs and connect them to appropriate solutions desired
Ability to collaborate with teammates and partners desired
Ability to follow policies and regulations and escalate risk concerns desired
Ability to travel 100% of the time within the assigned geography
Ability to commute to assigned branch locations for the duration of assignments
Ability to work a schedule including 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
Must satisfy standards related to financial responsibility, character, fitness, and criminal background
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
10% pay differential
Wells Fargo training and coaching
Career growth and mobility opportunities