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Posted a month ago
Personal Banker
Wells FargoPersonal Banker
Requirements
6+ months customer interaction experience, Bilingual Spanish/English proficiency, Ability to work Saturdays, SAFE registration capability
Skills
customer serviceBankingSpanish
About the role
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
- Refer customers' financial needs to other bankers and specialized partners as needed
- Maintain a cash drawer, including cash handling and balancing tasks
- 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 work a schedule that includes most Saturdays
- Capability to complete SAFE registration 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 to prevent loss
- Experience working within a team to meet customer needs and build internal partnerships
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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Wells Fargo · Albany
