Personal Banker – Veteran Initiative

Wells Fargo

. Build lasting customer relationships through proactive, meaningful conversations .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with relevant banking products and services. Proficient in cash handling, transaction processing, and compliance with financial regulations while utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance with Financial RegulationsSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount Opening SupportCredit Application ProcessingRisk Control ComplianceInformation Tracking

Soft Skills

Effective CommunicationProblem SolvingCollaborationTrust BuildingInitiative

Tools & Technologies

Digital Banking ToolsComputer Systems

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesCustomer-Facing RoleRegulatory ComplianceUS Military Service

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
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, education
Military experience researching and assessing questions, processes, and procedures to make recommendations on solutions
Military experience tracking information in multiple computer systems with a high level of accuracy
Military experience resolving complex issues via written or verbal communication
US Military Service in the US Army, US Marine Corps, US Navy, US Air Force, US Space Force, or US Coast Guard
Prior experience in financial services or a highly regulated, customer-facing role
Experience building trust-based customer relationships
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 work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Compliance with financial responsibility, character, fitness, and criminal background standards
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 opportunities
Equal opportunity employment
Medical accommodation support
Drug-free workplace