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Posted a month ago
Personal Banker
Wells Fargo
Requirements
6+ months customer interaction experience, Bilingual Spanish/English proficiency, Ability to travel 100% within the district, SAFE registration compliance
Skills
customer serviceBankingSpanish
About the role
Responsibilities
- Provide coverage across various branch locations within the Triangle Central District to support vacancies or staff absences
- Build customer relationships through proactive outreach and by proposing appropriate financial products and digital solutions
- Assist customers with opening new accounts, completing service requests, and submitting credit applications
- Maintain cash drawer accuracy and perform essential cash handling and balancing tasks
- Refer customers to appropriate bankers and partners to meet their specific financial needs
- Ensure compliance with the S.A.F.E. Mortgage Licensing Act and all related banking regulations
Requirements
- 6+ months of experience in customer interaction (includes work, training, military, or education)
- Bilingual proficiency in Spanish and English (speaking and listening)
- Ability to travel 100% of the time within the assigned district
- Ability to commute to various assigned branch locations for the duration of assignments
- Ability to work a schedule that may include most Saturdays
- Must be able to meet SAFE registration requirements at the time of employment
Preferred Qualifications
- 6+ months of experience in retail branch banking
- Experience handling complex transactions across multiple systems
- Proven ability to educate customers on mobile banking and digital technology
- Experience proactively engaging customers via phone or email outreach
- Strong ability to identify potential fraud or risky accounts
About the Company
Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of excellence and professional growth.
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Wells Fargo · Durham
