Personal Banker

Wells Fargo

Associate Personal Banker supporting Wells Fargo customers with account services, cash transactions, credit applications, and banking solutions. Building relationships and driving branch growth through compliant referrals.

Posted 8/7/2026full-timeMedford • Oregon • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building customer relationships and identifying needs to connect clients with appropriate banking solutions. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceActive Listening

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingTransaction ProcessingCustomer Needs AssessmentAccount Opening SupportCredit Application Processing

Soft Skills

Active ListeningCollaborationTrust BuildingEffective CommunicationEngagement

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesRegulatory ComplianceCustomer-Facing RoleRisk ManagementLoan Originator Requirements

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 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
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, education
Prior experience in financial services or a highly regulated, customer-facing role 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 work a schedule that includes Saturdays
SAFE registration required at the time of employment; Wells Fargo initiates the process after the 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
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 opportunities
Community involvement opportunities
Drug-free workplace
Equal opportunity employment
Disability accommodations available upon request