Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 16 days ago

Personal Banker

Wells FargoPersonal Banker

Perks & benefits

Health InsuranceMedical InsurancePaid Leave

Requirements

6+ months customer interaction experience, Bilingual Spanish/English proficiency, Ability to pass language assessment, SAFE registration capability

Skills

customer serviceBankingSpanish

About the role

Responsibilities

  • Build customer relationships through proactive outreach and exceptional service
  • 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
  • Refer customers' financial needs to other bankers and partners as appropriate
  • Maintain a cash drawer, including cash handling and balancing
  • Comply with the S.A.F.E. Mortgage Licensing Act and all related banking regulations

Requirements

  • 6+ months of customer interaction experience (or equivalent through work, training, military, or education)
  • Bilingual speaking and listening proficiency in Spanish and English
  • Ability to pass a required language assessment
  • Ability to meet SAFE registration requirements at the time of employment
  • Ability to work a schedule that may include most Saturdays

Preferred Qualifications

  • Experience handling complex transactions across multiple systems
  • Ability to educate customers on mobile banking and digital technology
  • Experience proactively engaging customers via phone or email
  • Strong ability to identify potential fraud or risky accounts
  • Experience working within a team to meet customer needs and build internal partnerships

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability, life, critical illness, and accident insurance
  • Parental and critical caregiving leave
  • Tuition reimbursement and scholarships for dependent children
  • Commuter benefits and various discounts

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 through our specialized operating segments. We are committed to driving innovation, empowering communities, and helping our customers succeed.

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Personal Banker

Wells Fargo · Santa Rosa

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