Bilingual Personal Banker South Mountain West

Wells Fargo•Sylva, NC

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. The role focuses on delivering an exceptional customer experience, building customer relationships, understanding customers’ financial needs, and connecting them with appropriate bank products, services, and digital solutions. The position includes helping customers with basic account openings, service requests, and credit applications, as well as referring customers to other bankers and partners when appropriate. This SAFE position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment requires SAFE registration and compliance with the S.A.F.E. Mortgage Licensing Act, Regulation Z Loan Originator requirements, and associated Wells Fargo policies and regulatory standards. Candidates must pass a required Spanish/English language assessment. The schedule may include most Saturdays, and responsibilities may include cash drawer maintenance, cash handling, balancing, and service-related tasks. This position is not eligible for visa sponsorship.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
Bilingual speaking and listening proficiency in Spanish and English.
Ability to work a schedule that may include most Saturdays.
Must take and pass the required language assessment.
Must obtain SAFE registration at the time of employment and meet applicable SAFE and Loan Originator requirements, including background, financial responsibility, character, and general financial fitness standards.
Must comply with ongoing regulatory requirements and Wells Fargo policies.

Nice To Haves

Customer-service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers through phone or email outreach.
Ability to educate customers about technology and communicate the value of mobile banking options.
Ability to help customers succeed financially by introducing them to additional team members as appropriate.
Experience working with a team to meet customer needs.
Experience developing strong customer relationships and building relationships with internal partners.
Ability to follow policies, procedures, and regulations.
Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
Ability to interact with integrity and professionalism with customers and team members.
Relevant military experience involving military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, processing personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
Proficiency proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Ability to support customers and employees in resolving or escalating concerns or complaints.

Responsibilities

Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests involving new account openings, service requests, and credit applications.
Develop an understanding of bank products and services to connect them with customer needs.
Interact with customers with care and provide appropriate options for bank products and services.
Refer customers’ financial needs to other bankers and partners as needed.
Maintain a cash drawer and perform cash handling, balancing, and service-related tasks as needed.
Follow applicable policies and procedures and fulfill risk and compliance obligations, including escalating and remediating issues appropriately.