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Wells Fargo

Nationwide banking and financial services

Bilingual Personal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish and English.
  • Must pass the required language assessment.
  • Must obtain SAFE registration at employment; ongoing employment depends on meeting applicable SAFE and Loan Originator qualifications, financial responsibility, character, financial fitness, and background standards.
  • Ability to work a schedule that may include most Saturdays.

Responsibilities

  • Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions to support customers' financial success.
  • Assist customers with basic requests involving opening accounts, completing service requests, and submitting credit applications.
  • Develop knowledge of bank products and services to connect them to customer needs.
  • Interact with customers, demonstrate care, and build relationships.
  • Provide appropriate options for bank products and services.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Maintain a cash drawer and handle and balance cash; complete service-related tasks as needed.
  • Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
  • Monitor risks, identify and escalate issues, and make sound risk decisions consistent with business-unit risk appetite and applicable risk and compliance requirements.

Desired Qualifications

  • Customer service focus and experience handling complex transactions across multiple systems.
  • Experience proactively engaging customers through phone or email outreach.
  • Ability to educate customers about technology and communicate the value of mobile banking.
  • Ability to help customers succeed financially by introducing them to additional team members as appropriate.
  • Experience working with others on a team to meet customer needs.
  • Experience fostering and developing strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
  • Ability to interact with customers and team members with integrity and professionalism.
  • Relevant military experience involving military protocols and instructions, enlisted evaluations, or officer/leadership reporting.
  • Relevant military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Ability to support customers and employees in resolving or escalating concerns or complaints.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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