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Personal Banker
Wells FargoRoving Associate Personal Banker providing personalized banking support across various Texas branches. Building relationships with customers and addressing their everyday banking needs through in-branch interactions and outreach.
About the role
Key responsibilities & impact- Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
- Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
- Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
- Lead discovery driven conversations to 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 to meet customer and business goals
- Support everyday banking needs, including account openings, service requests, and credit applications
- Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
- Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
- Deliver accurate, compliant service while exercising sound judgment within defined risk controls
- Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
Requirements
What you’ll need- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Prior experience in financial services or a highly regulated customer‑facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Benefits
Comp & perks- robust benefits
- competitive compensation
- programs designed to help you find work-life balance and well-being
- training and coaching
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Account OpeningsService RequestsCredit ApplicationsTransaction ProcessingRisk Management
Soft Skills
Active ListeningProactive CommunicationTeam CollaborationTrust Building