Personal Banker

Jobtailor; McKinney (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Wells Fargo in Texas is seeking a customer service specialist to build lasting relationships and assist customers with banking needs. You will handle cash on the teller line, support new account openings, and refer clients to appropriate banking products and services.

You will use digital tools and CRM software to deliver accurate, compliant service, collaborate with branch teammates, and maintain adherence to risk controls. Saturday availability is required.

Qualifications

• 6+ months of interacting with customers.
• Experience in financial services or a highly regulated, customer-facing role.
• Ability to build trust-based relationships through active listening, follow-up, and engagement.
• Comfort initiating outreach through calls, emails, or other channels.
• Comfort with digital tools and learning new systems.
• Ability to identify customer needs and connect them to solutions.
• Must be able to work 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.
• This position is not eligible for Visa sponsorship.

Responsibilities

• 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 and adopt digital tools and technologies to enhance customer experience.
• Deliver accurate, compliant service within defined risk controls.
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists.

Skills

Customer Relationship Management

Cash Handling

Digital Tools Proficiency

Compliance with Regulations

Financial Services Experience

Tools

CRM Software

Digital Banking Tools

Job description

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 and adopt digital tools and technologies to enhance 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
Support account openings and ongoing account servicing

Requirements

• 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
• 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
• Ability to collaborate with teammates and partners
• Ability to follow policies and regulations and escal​ate 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
• Must comply with standards related to financial responsibility, character, fitness, and criminal background
• This position is not eligible for Visa sponsorship

Core Competencies

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 experience.

Highest-signal resume keywords

• Customer Relationship Management
• Cash Handling
• Digital Tools Proficiency
• Compliance with Regulations
• Financial Services Experience

Hard Skills

• Cash Handling
• Account Opening
• Service Requests
• Credit Applications
• Risk Control Compliance

Soft Skills

• Active Listening
• Building Trust
• Collaboration
• Effective Communication
• Customer Engagement

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

• Financial Services
• Regulated Environment
• Customer-Facing Role
• Banking Products
• Operational Standards

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software