Personal Banker

Wells Fargo

Associate Personal Banker supporting customer banking, cash handling, account openings, and referrals at Wells Fargo branches in Napa and Sonoma. Building relationships while delivering compliant service and digital banking guidance.

Posted 8/7/2026full-timeNapa • California • 🇺🇸 United StatesJunior💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementBilingual Proficiency in Spanish/EnglishCash Handling and Teller ActivitiesSAFE RegistrationFinancial Services Experience

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

Customer Needs IdentificationAccount Opening SupportCredit Application ProcessingCompliance AdherenceRisk Control Management

Soft Skills

Effective CommunicationCollaboration with TeammatesTrust-BuildingInitiative in Outreach

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulated Customer-Facing ExperienceLoan Originator RequirementsWells Fargo Policies

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations supporting financial well-being
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 maintaining compliance and operational standards
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 or specialists
Flex between cash handling and customer banking activities, emphasizing 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
Bilingual speaking and listening proficiency in Spanish/English
Ability to work a schedule that includes Saturdays
Must take and pass required language assessment
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
Prior financial services or highly regulated customer-facing experience preferred
Experience building trust-based customer relationships preferred
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
Ability to collaborate with teammates and partners
Ability to follow policies and regulations and escalate risk concerns

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
Incentive opportunities may be available
Training and coaching
Career growth and mobility