Personal Banker

Wells Fargo

Associate Personal Banker building lasting relationships through financial well-being. Supporting customer needs with banking products and digital tools at Wells Fargo branch locations.

Posted 7/21/2026full-timeAnkeny • Iowa • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills, with a focus on building trust and engagement through proactive communication. Proficient in utilizing digital tools to enhance customer experiences while adhering to compliance and operational standards.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance AdherenceCollaboration Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingNew Account OpeningsService RequestsCredit Applications

Soft Skills

Active ListeningTrust BuildingProactive CommunicationProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Industry Keywords

Banking ProductsCustomer EngagementRisk ManagementRegulatory Compliance

About the role

Key responsibilities & impact

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 new 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 judgement 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