Personal Banker Greater Vine St Helena Yountville Bilingual Spanish

Wells Fargo & Company•St. Helena, CA
•$23 - $31•Onsite

About The Position

Wells Fargo is hiring an Associate Personal Banker (SAFE) for its National Branch. This frontline role builds customer relationships and supports everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with relevant banking products, services, and digital tools. The role supports account openings, service requests, and credit applications while collaborating with branch teammates to deliver a consistent, high-quality customer experience. Training and coaching support career growth and mobility. The position requires Spanish and English speaking and listening proficiency, passing a language assessment, and working a schedule that includes Saturdays. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date. The 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 Spanish/English speaking and listening proficiency.
  • Ability to work a schedule that includes Saturdays.
  • Must take and pass the required language assessment.
  • SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background; a credit report may be reviewed, and additional ongoing screening may apply.

Nice To Haves

  • Prior financial-services experience or experience in a highly regulated, customer-facing role involving structured processes, accuracy, and service expectations.
  • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
  • Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify ways to support customers.
  • Comfort with digital tools and technology, ability to learn new systems quickly, and ability to guide customers in adopting useful capabilities.
  • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
  • Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
  • Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

  • Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement.
  • Understand customer needs and connect customers with relevant banking products, services, and solutions.
  • Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
  • Support everyday banking needs, including opening accounts, handling service requests, and processing credit applications.
  • Handle cash and perform teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
  • Use and adopt digital tools and technologies to improve the customer experience.
  • Deliver accurate, compliant service and exercise sound judgment within defined risk controls.
  • Coordinate with branch teammates and hand off customers to licensed bankers or specialists when appropriate.
  • Flex between cash-handling and customer-banking activities to support branch operations.
  • Follow applicable policies and risk programs, and timely escalate and remediate issues.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Employees may be eligible for incentive opportunities.
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