Personal Banker – Veteran Initiative

Wells Fargo

. Build lasting customer relationships through proactive conversations and outreach .

Posted 11/10/2026full-timeColumbia • South Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building customer relationships and providing tailored banking solutions while ensuring compliance with financial regulations. Proficient in utilizing digital tools to enhance customer experiences and support branch growth.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsRisk Control Management

Soft Skills

Customer OutreachCollaborationTrust BuildingCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLanguage Assessment

Industry Keywords

Financial ResponsibilityLO/CFPB RequirementsRegulated Customer-Facing Role

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations and outreach
Understand customer needs and connect them with relevant banking products, services, and digital tools
Identify opportunities, promote solutions, and make referrals to support branch growth
Support new 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 specialists to coordinate customer handoffs
Flex between cash handling and customer banking activities, emphasizing 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
Prior experience in financial services or a highly regulated, customer-facing role
Experience building trust-based customer relationships
Comfort initiating customer outreach through calls, emails, or other channels
Comfort using digital tools and technology and learning new systems
Ability to identify customer needs and make appropriate referrals
Ability to collaborate with teammates and partners
Ability to follow policies and regulations and escalate risk concerns
US military service in the US Army, US Marine Corps, US Navy, US Air Force, US Space Force, or US Coast Guard
Ability to work a schedule that includes Saturdays
Must take and pass required language assessment
SAFE registration required at the time of employment
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship

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
Drug-free workplace