Personal Banker

Wells Fargo

Associate Personal Banker supporting Wells Fargo customers with account services, cash transactions, credit applications, and digital banking. Building relationships and driving branch growth across North Carolina locations.

Posted 8/7/2026full-timeMatthews • North Carolina • 🇺🇸 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 relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingDigital Tools ProficiencyCompliance AdherenceFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash HandlingCustomer ServiceAccount OpeningCredit ApplicationsRisk Management

Soft Skills

CommunicationCollaborationTrust-BuildingProactive OutreachProblem-Solving

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, meaningful conversations
Understand customer needs and connect them with relevant banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
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
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, or 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 is desired
Ability to identify customer needs and connect them to appropriate solutions is desired
Ability to collaborate with teammates and partners is desired
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 policies
Must satisfy standards related to financial responsibility, character, fitness, and criminal background
Must pass applicable credit report review and ongoing screening
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
Disability accommodations available upon request
Drug-free workplace