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Personal Banker
Wells FargoAssociate Personal Banker supporting Wells Fargo customers with accounts, transactions, credit applications, and digital banking. Building relationships and referring customers to appropriate financial solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills by effectively identifying customer needs and connecting them with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.
Highest-signal resume keywords
Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceCustomer Outreach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash HandlingCustomer ServiceBanking Products KnowledgeCredit Application ProcessingRisk Control Management
Soft Skills
CollaborationTrust BuildingCommunicationProblem SolvingInitiative
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulatory ComplianceCustomer-Facing RoleLoan Originator Requirements
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations and outreach
- 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 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
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 preferred
- Experience building trust-based customer relationships preferred
- Comfort initiating customer outreach through calls, emails, or other channels preferred
- Comfort with digital tools 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 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
- Training and coaching
- Career growth and mobility
- Equal opportunity employment
- Medical accommodation available upon request
- Drug-free workplace