Personal Banker

Wells Fargo

Personal Banker supporting Wells Fargo customers with everyday banking, account openings, cash transactions, and credit applications. Building relationships and referring customers to appropriate financial solutions.

Posted 8/18/2026full-timeDallas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills through proactive engagement and discovery-driven conversations, while ensuring compliance with financial regulations and policies. Proficient in cash handling, account support, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementCash HandlingAccount Opening SupportSAFE RegistrationCompliance with Financial Regulations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash HandlingAccount OpeningService RequestsCredit ApplicationsCompliance with PoliciesRisk ManagementCustomer Needs AssessmentFinancial Product KnowledgeTransaction ProcessingLoan Originator Requirements

Soft Skills

Proactive CommunicationCollaborationCustomer EngagementProblem SolvingFlexibility

Tools & Technologies

Digital ToolsBanking SoftwareCustomer Relationship Management Systems

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial Well-BeingBanking ProductsWells Fargo PoliciesLO/CFPB Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive conversations supporting financial well-being
Conduct discovery-driven conversations to understand customer needs and connect them with 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 and coordinate handoffs to licensed bankers or specialists
Flex between cash handling and customer banking activities, including 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
Ability to work a schedule that includes Saturdays
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Ability to perform cash handling and teller line activities
Ability to support account openings, service requests, and credit applications
Ability to follow policies and regulations and escalate risk concerns
Ability to use and learn digital tools and technologies
Ability to collaborate with branch teammates and partners
This 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
Long-term career growth and mobility
Equal opportunity employer
Medical accommodation available during recruitment or interview process