Personal Banker

Wells Fargo

Associate Personal Banker supporting customers at Wells Fargo, a diversified financial services company. Handling accounts, transactions, credit applications, referrals, and compliant branch service.

Posted 8/7/2026full-timeRancho Santa Fe • 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 expertise in building customer relationships and delivering compliant financial services while effectively utilizing digital tools. Capable of identifying customer needs and promoting relevant banking solutions in a collaborative environment.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceDigital Tools ProficiencyCompliance AdherenceCash Handling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

New Account OpeningsService RequestsCredit ApplicationsTransaction ProcessingRisk Control Management

Soft Skills

Effective CommunicationCollaborationTrust BuildingInitiative

Tools & Technologies

Digital Banking ToolsCustomer Relationship Management Software

Certifications & Qualifications

SAFE Registration

Industry Keywords

Banking ProductsCustomer EngagementRegulatory ComplianceLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
Lead discovery-driven conversations to 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 everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance
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
Support branch operations by flexing between cash handling and customer banking activities
Work a schedule that includes Saturdays

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 desired
Experience building trust-based customer relationships desired
Comfort initiating outreach through calls, emails, or other channels desired
Comfort with digital tools and technology, and ability to learn new systems desired
Ability to identify customer needs and connect them to appropriate solutions desired
Ability to collaborate with teammates and partners desired
Ability to follow policies and regulations and escalate risk concerns desired
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
Additional screening may apply, including credit report review
This 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
Wells Fargo training and coaching
Incentive opportunities may be available