Personal Banker

Wells Fargo

Associate Personal Banker supporting Wells Fargo customers with accounts, transactions, credit applications, and banking solutions. Building relationships and delivering compliant service across Pennsylvania branches.

Posted 8/5/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 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 the ability to connect customer needs to appropriate banking solutions while ensuring compliance with financial regulations. Proficient in using digital tools to enhance customer experience and support branch operations.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance with RegulationsCash Handling Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaboration with TeammatesInitiating OutreachProblem Solving

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial Well-BeingRegulated Customer-Facing RoleRisk ControlsLoan Originator RequirementsWells Fargo Policies

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being and engagement
Understand customer needs and connect them with relevant banking products, services, and solutions
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals
Support new account openings, service requests, and credit applications
Perform cash handling and teller line activities while accurately processing transactions
Use 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
Prior experience in financial services or a highly regulated, customer-facing role is desired
Experience building trust-based customer relationships is desired
Comfort initiating outreach through calls, emails, or other channels is desired
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 the start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
Financial responsibility, character, fitness, and criminal background standards apply
A credit report may be reviewed, excluding credit score
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Wells Fargo training and coaching
Long-term career growth and mobility
Equal opportunity employment
Medical accommodation available upon request
Drug-free workplace