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Personal Banker – Military Boots to Banking, Veteran Initiative
Wells Fargo. Build lasting customer relationships through proactive, meaningful conversations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills by understanding customer needs and connecting them with relevant banking products and services. Proficient in cash handling, compliance, and operational standards while utilizing digital tools to enhance customer experience.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingCompliance StandardsSAFE RegistrationLoan Originator Requirements
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer InteractionAccount Opening SupportService Request ManagementCredit Application ProcessingRisk Control Compliance
Soft Skills
Proactive CommunicationCollaborationFlexibility
Tools & Technologies
Digital Banking Tools
Certifications & Qualifications
SAFE Registration
Industry Keywords
Banking ProductsFinancial ResponsibilityCharacter FitnessCriminal Background ComplianceMilitary Service Experience
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
- Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
- Support new account openings, service requests, and credit applications
- Perform cash handling and teller line activities while maintaining compliance and operational standards
- Use and adopt digital tools and technologies to enhance 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
- Support account openings and ongoing account support
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 will include Saturdays
- Must take and pass required language assessment
- SAFE registration required at the time of employment; Wells Fargo will initiate the process after start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies concerning 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
- US Military Service in the US Army, US Marine Corps, US Navy, US Air Force, US Space Force, or US Coast Guard
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Career growth and mobility
- Equal opportunity employment
- Medical accommodation support during recruitment
- Drug-free workplace