Personal Banker

Wells Fargo

. Build lasting customer relationships through proactive conversations supporting financial well-being .

Posted 11/9/2026full-timeCayce • South Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building customer relationships and delivering compliant financial services while effectively utilizing digital tools to enhance customer experience. Proven ability to identify customer needs and connect them with appropriate banking solutions.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceSAFE RegistrationCash HandlingDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingAccount OpeningCredit ApplicationsCustomer Needs AssessmentRegulatory ComplianceReferral ManagementFinancial Product KnowledgeRisk Control AdherenceLoan Originator Requirements

Soft Skills

CommunicationCollaborationTrust BuildingProactive OutreachProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesCustomer-Facing ExperienceHighly Regulated EnvironmentWells Fargo PoliciesLO/CFPB Requirements

About the role

Key responsibilities & impact

Build lasting 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
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
Support new account openings, service requests, and credit applications
Perform cash handling and teller line activities while accurately processing transactions
Use and adopt digital tools and technologies to enhance customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates to coordinate handoffs to licensed bankers and 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 the start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Credit report may be reviewed
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 connect them to appropriate solutions 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/interviews