Personal Banker

Wells Fargo

Roving Personal Banker supporting customers across Wells Fargo branches in Hudson County. Handling banking transactions, account services, referrals, and customer relationships across multiple locations.

Posted 8/7/2026full-timeUnion City • New Jersey • 🇺🇸 United StatesJunior💰 $23 - $31 per hourWebsite

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 identify customer needs and connect them to appropriate banking solutions. Proficient in cash handling and compliance with operational standards while utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingFinancial Services ExperienceDigital Tools ProficiencySAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingAccount OpeningsService RequestsCredit ApplicationsCompliance StandardsRisk ControlCustomer Needs IdentificationReferral PromotionOperational Standards

Soft Skills

Active ListeningBuilding TrustCollaborationProactive CommunicationEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesCustomer-Facing ExperienceRegulatory ComplianceBanking ProductsCustomer Support

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 to understand customer needs and connect them with 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 within defined risk controls
Collaborate with branch teammates and coordinate handoffs to licensed bankers and specialists
Flex between cash handling and customer banking activities, with emphasis on 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, or education
Prior financial services or highly regulated customer-facing experience preferred
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
Comfort initiating outreach through calls, emails, or other channels
Comfort with digital tools and technology and ability to learn new systems
Ability to identify customer needs and connect them to appropriate solutions and referrals
Ability to collaborate with teammates and partners to resolve customer needs
Ability to follow policies and regulations and escalate risk concerns
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; 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

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
10% pay differential eligibility
Incentive opportunities may be available
Training and coaching
Career mobility and growth opportunities