Bilingual Personal Banker Salisbury

Wells Fargo • Salisbury, NC

1d

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. The role focuses on building customer relationships and delivering an exceptional customer experience by connecting customers with suitable bank products, services, and digital solutions. The banker assists with basic account-opening requests, service requests, and credit applications, and refers 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 applicable ongoing regulatory and background-screening requirements. The position also involves maintaining and balancing a cash drawer and completing service-related tasks. The work schedule may include most Saturdays, and candidates must pass a required language assessment. Visa sponsorship is not available.

Requirements

• At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• Bilingual speaking and listening proficiency in Spanish and English.
• Pass the required language assessment.
• Obtain SAFE registration at the time of employment and meet applicable Loan Originator requirements, including regulatory standards for financial responsibility, character, general financial fitness, and criminal background.
• Ability to work a schedule that may include most Saturdays.

Nice To Haves

• Customer-service focus and experience handling complex transactions across multiple systems.
• Experience proactively engaging customers by phone or email.
• Ability to educate customers about technology and the value of mobile banking.
• Ability to help customers succeed financially by making introductions to additional team members as appropriate.
• Experience collaborating with a team to meet customer needs.
• Experience fostering and developing strong customer relationships.
• Ability to build strong 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 customers and team members with integrity and professionalism.
• Relevant military experience involving military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
• Proficiency in 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 opening accounts, completing service requests, and submitting credit applications.
• Develop an understanding of bank products and services and connect them to customer needs.
• Interact with customers to demonstrate care and build relationships.
• Present appropriate options for bank products and services.
• Refer customers’ financial needs to other bankers and partners as appropriate.
• Maintain a cash drawer, handle and balance cash, and complete service-related tasks as needed.
• Follow applicable policies and procedures and fulfill risk and compliance obligations, escalating and remediating issues as appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed