Personal Banker

Wells Fargo

Personal Banker supporting everyday banking, account openings, cash transactions, and credit applications at Wells Fargo branches in Pennsylvania. Building customer relationships, identifying needs, and referring clients to appropriate banking specialists.

Posted 8/5/2026full-timeNewtown Square • Pennsylvania • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills, with the ability to connect customer needs to appropriate banking solutions while ensuring compliance with 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 AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingAccount Opening SupportService Request ManagementCredit Application Processing

Soft Skills

Trust-BuildingEffective CommunicationCollaborationCustomer Needs IdentificationProactive Outreach

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 the 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, or 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 is desired
Ability to identify customer needs and connect them to appropriate solutions is desired
Ability to collaborate with teammates and partners is desired
Ability to follow policies and regulations and escalate risk concerns is desired
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 and Wells Fargo policies regarding 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

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Training and coaching
Long-term career growth and mobility
Equal opportunity employment
Medical accommodation available during recruitment or interview
Drug-free workplace