Bilingual Personal Banker South Mountain

Wells Fargo•Asheville, NC

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network in the Consumer Banking and Lending division. The role focuses on delivering an exceptional customer experience by building relationships through proactive outreach and recommending appropriate banking products, services, and digital solutions. The banker helps customers with basic account-opening requests, service requests, and credit applications; learns bank products and services; and connects customers with options that suit their needs. The position receives direction from managers and requires judgment within established policies and procedures. It also involves referring customers’ financial needs to other bankers and partners as appropriate. This SAFE position involves customer contact and duties that may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting SAFE Mortgage Licensing Act requirements, completing SAFE registration, and satisfying Loan Originator qualification and ongoing regulatory requirements. Duties also include maintaining and balancing a cash drawer and completing service-related tasks. The schedule may include most Saturdays, and candidates must pass a required language assessment. This position is not eligible for visa sponsorship.

Requirements

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

Nice To Haves

Customer-service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging with 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 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 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 provide an exceptional customer experience.
Propose appropriate products, services, and digital solutions to help customers succeed financially.
Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
Develop an understanding of bank products and services and connect them to customers’ 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 needed.
Maintain, handle, and balance a cash drawer and complete service-related tasks as needed.
Follow applicable risk, compliance, and company policies; escalate and remediate issues appropriately.
Support customers and employees in resolving or escalating concerns or complaints.