Personal Banker Bilingual

Responsibilities

• Deliver an exceptional customer experience by building relationships through proactive outreach
• Propose appropriate financial products, services, and digital solutions to help customers succeed
• Assist customers with opening new accounts, completing service requests, and submitting credit applications
• Develop a deep understanding of bank products to connect customers to their specific needs
• Refer customers to other bankers and partners as appropriate to meet their financial goals
• Maintain compliance with the S.A.F.E. Mortgage Licensing Act and all related regulations

Requirements

• 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
• Bilingual proficiency in Spanish and English (speaking and listening)
• Ability to meet Loan Originator requirements under Regulation Z

Preferred Qualifications

• Experience handling complex transactions across multiple systems
• Proven ability to proactively engage customers via phone or email
• Experience educating customers on mobile banking and digital technology
• Strong background in fostering and developing long-term customer relationships

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services across consumer and commercial finance. We are committed to driving innovation, empowering communities, and helping our customers succeed.