Personal Banker

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

Job summary

Wells Fargo is seeking a customer-focused representative in Texas to build lasting relationships and connect customers with banking solutions. You will support new accounts, process credit applications, and perform teller duties while maintaining compliance and risk controls.

Role emphasizes proactive outreach, cross-sell opportunities, and teamwork with licensed bankers. Saturdays may be required, with SAFE registration after start date.

Qualifications

• 6+ months of interacting with customers experience.
• Experience in financial services or a regulated, customer-facing role.
• Ability to identify customer needs and connect them to solutions.
• Able to work a schedule that includes Saturdays.
• SAFE Registration required at time of employment; Wells Fargo initiates after start date.
• Loan Originator requirements may apply and comply with policies.

Responsibilities

• Build lasting customer relationships through proactive conversations.
• Understand customer needs and connect them with banking products and solutions.
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals.
• Support new account openings, service requests, and credit applications.
• Perform cash handling and teller line activities while maintaining compliance and risk controls.
• Use digital tools to enhance the customer experience and collaborate with teammates.

Skills

Cash Handling

Account Opening

Credit Application Processing

Customer Needs Assessment

Risk Control Compliance

Customer Relationship Management

Digital Tools Proficiency

Active Listening

Collaboration

Proactive Communication

Tools

Digital Banking Tools

CRM Software

Job description

• Build lasting customer relationships through proactive 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 the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities
• Deliver strong service through account openings and ongoing account support

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 lift risk concerns
• Ability to work a schedule that includes Saturdays
• SAFE registration required at time of employment; Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
• Must satisfy standards related to financial responsibility, character, fitness, and criminal background
• Subject to credit report review and additional ongoing screening
• 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 appropriate banking solutions. 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 Adherence
• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Account Opening
• Credit Application Processing
• Customer Needs Assessment
• Risk Control Compliance

Soft Skills

• Active Listening
• Collaboration
• Proactive Communication
• Trust Building
• Engagement

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

• Financial Services
• Regulatory Compliance
• Customer-Facing Role
• Branch Operations
• Risk Management

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software