Bilingual Roving Personal Banker Piedmont South

Wells Fargo•Locust, NC

3d•Onsite

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 supports customers’ financial success by building relationships, understanding their needs, and connecting them with appropriate bank products, services, and digital solutions. The position involves customer-facing duties, including assisting with account openings, service requests, and credit applications, as well as cash drawer maintenance and handling service-related tasks. It requires compliance with SAFE Mortgage Licensing Act requirements and Loan Originator requirements under Regulation Z. Employment is contingent on meeting applicable registration, background, and ongoing regulatory requirements. The role is not eligible for visa sponsorship.

Requirements

At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Bilingual speaking and listening proficiency in Spanish and English.
Ability to work a schedule that may include most Saturdays.
Ability to travel 100% of the time to different branches within the assigned geography.
Must take and pass the required language assessment.
SAFE registration is required at the time of employment; ongoing employment depends on meeting applicable SAFE and Loan Originator requirements, including financial responsibility, character, financial fitness, criminal background, and other regulatory standards.
Must comply with applicable Wells Fargo policies and ongoing screening requirements.

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 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 protocols and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, 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 recommend appropriate products, services, and digital solutions.
Assist customers with basic requests related to opening accounts, completing service requests, and submitting credit applications.
Develop understanding of bank products and services to connect them with customer needs.
Interact with customers to demonstrate care and build relationships.
Provide appropriate options for bank products and services.
Refer customers’ financial needs to other bankers and partners as needed.
Maintain a cash drawer and handle and balance cash.
Complete service-related tasks as needed.
Follow applicable risk programs, policies, procedures, and compliance obligations; identify and escalate issues appropriately.