Full-Time

Associate Personal Banker-Bilingual Spanish

Posted on 5/20/2025

Deadline 5/22/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Entry, Junior

No H1B Sponsorship

Flower Mound, TX, USA

Category
Commercial Banking
Finance & Banking
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bilingual speaking and listening proficiency in Spanish/English
Responsibilities
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
Desired Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions 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/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated from interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased digital banking adoption enhances customer engagement and reduces operational costs.
  • AI integration improves customer service and fraud detection capabilities.
  • Open banking expansion fosters innovation and collaboration in financial services.

What critics are saying

  • Labeling Bitcoin as speculative may alienate potential cryptocurrency investors.
  • Selling the private-label credit card unit could lead to market share loss.
  • Adoption challenges for virtual commercial cards may affect digital payment growth.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial products and services.
  • The company is committed to innovation in digital banking and payment solutions.
  • Wells Fargo has a strong focus on customer success and financial management simplification.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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