Personal Banker

Wells Fargo

Roving personal banker supporting Wells Fargo customers across Oregon branches. Handling accounts, cash transactions, credit applications, referrals, and compliant customer service.

Posted 8/4/2026full-timePortland • Oregon • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management and financial services, with a strong ability to adapt to various branch environments and utilize digital tools to enhance customer experiences. Proven track record in cash handling, compliance, and delivering accurate banking services while maintaining high standards of service quality.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingSAFE RegistrationFinancial Services ExperienceDigital Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsCompliance StandardsRisk ControlCustomer Needs IdentificationReferral PromotionOperational Standards

Soft Skills

Building Trust-Based RelationshipsCustomer OutreachCollaborationAdaptabilityCommunication

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE RegistrationLoan Originator Certification

Industry Keywords

Financial ServicesRegulated Customer-Facing ExperienceWells Fargo StandardsLO/CFPB Requirements

About the role

Key responsibilities & impact

Provide personalized banking support across multiple branch locations within an assigned geographic area
Cover banker and teller absences and temporarily fill open positions as needed
Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
Build customer relationships through proactive conversations supporting financial well-being
Conduct discovery-driven conversations and connect customers with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make referrals to meet customer and business goals
Support 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 customer experience
Deliver accurate, compliant service and exercise sound judgment within defined risk controls
Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists

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 travel 100% of the time within the assigned geography
Ability to commute to assigned branch locations for the duration of assignments
Ability to work a schedule that includes Saturdays
Ability to flex between cash handling and customer banking activities
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo standards related to 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
Prior financial services or highly regulated customer-facing experience desired
Experience building trust-based customer relationships desired
Comfort initiating customer outreach desired
Comfort with digital tools and ability to learn new systems desired
Ability to identify customer needs and make appropriate referrals desired
Ability to collaborate with teammates and partners desired
Ability to follow policies and regulations and escalate risk concerns desired

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Career mobility and growth opportunities
10% pay differential eligibility