Personal Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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Personal Banker

Wells Fargo · Durham

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