Personal Banker Bilingual Spanish Chapel Hill University

Wells Fargo•Chapel Hill, NC

7d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch in Chapel Hill, North Carolina. In this frontline role, the Associate Personal Banker builds customer relationships and supports everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. The position involves learning about customers’ goals and connecting them with suitable banking products, services, and digital tools. The Associate Personal Banker supports account openings, service requests, and credit applications while working with branch teammates to provide a consistent, high-quality customer experience. The role balances customer service with branch growth and requires sound judgment, compliance, and adherence to operational and risk controls. Wells Fargo provides training and coaching to support career growth and mobility. The position requires bilingual Spanish/English speaking and listening proficiency, passing a required language assessment, and a schedule that includes Saturdays. SAFE registration is required at employment; Wells Fargo will initiate the process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply. 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, education, or a combination of these.
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, including standards related to financial responsibility, character, fitness, and criminal background.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with 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 opportunities to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful banking 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, meaningful conversations that support financial well-being and deepen engagement.
Lead discovery-driven conversations to understand customer needs and connect them 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 new account openings, service requests, and credit applications.
Perform cash handling and teller line activities, processing transactions accurately while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance the customer experience and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Coordinate with branch teammates and arrange handoffs to licensed bankers or other specialists so customers reach the right expertise.
Flex between cash handling and customer banking activities to support branch operations, with an emphasis on account openings and ongoing account support.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues in a timely and effective manner.