Personal Banker

Wells Fargo

Associate Personal Banker building customer relationships and supporting account services at Wells Fargo, a diversified financial services company. Handling cash, referrals, credit applications, and compliant branch operations across Arizona locations.

Posted 8/5/2026full-timeGilbert • Arizona • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, transaction processing, and utilizing digital tools to enhance customer experience while adhering to compliance and risk management standards.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount OpeningCredit Application SupportRisk Control ManagementCustomer Needs Assessment

Soft Skills

Building Trust-Based RelationshipsEffective CommunicationCollaborationInitiative in Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing RoleLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations
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 and adopt 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
Support branch operations by flexing between cash handling and customer banking activities
Provide account openings and ongoing account support

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 time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements and 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

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
Community investment recognition
Equal opportunity employment
Disability accommodations available upon request
Drug-free workplace