Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted a month ago

Personal Banker

Wells FargoPersonal Banker

Perks & benefits

Health InsurancePaid Leave

Requirements

6+ months customer interaction experience, Bilingual Spanish/English proficiency, Ability to work Saturdays, SAFE registration compliance

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 cash drawer, including cash handling and balancing tasks
  • Comply with the S.A.F.E. Mortgage Licensing Act and all related regulatory requirements

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 work a schedule that includes most Saturdays
  • Ability to meet SAFE registration requirements at the time of employment

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

Benefits

  • Comprehensive health benefits
  • 401(k) Plan
  • Paid time off and parental leave
  • Life, critical illness, and accident insurance
  • 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 across consumer and commercial sectors. We are committed to driving innovation, empowering communities, and helping our customers succeed.

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Personal Banker

Wells Fargo · Pomona

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