Bilingual Personal Banker South Mountain

Wells Fargo Bank•Asheville, NC

7h•Onsite

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, proactively reaching out to customers, and recommending appropriate banking products, services, and digital solutions. The banker assists with basic account openings, service requests, and credit applications, while learning customers’ needs and referring them to other bankers or partners when appropriate. This is a SAFE position involving customer contact and potentially offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment is contingent on meeting SAFE registration and Loan Originator requirements, including applicable background, financial responsibility, character, and fitness standards. The position requires Spanish and English speaking and listening proficiency and passing a language assessment. Duties also include maintaining and balancing a cash drawer and completing service-related tasks. The schedule may include most Saturdays.

Requirements

At least 6 months of customer-interaction experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Spanish/English bilingual speaking and listening proficiency.
Pass the required language assessment.
Obtain SAFE registration at the time of employment and meet applicable Loan Originator requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
Meet ongoing regulatory requirements, including additional screening if necessary.
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 through phone or email outreach.
Ability to educate customers about technology and the value of mobile banking.
Ability to help customers succeed financially by making introductions to other team members as appropriate.
Experience working with a team to meet customer needs.
Experience fostering strong customer relationships and building 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 integrity and professionalism with customers and team members.
Relevant military experience, including military protocol and instructions, enlisted evaluations, officer or leadership reporting, personnel benefits management, processing 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 recommend appropriate products, services, and digital solutions.
Assist customers with basic requests, including opening accounts, completing service requests, and submitting credit applications.
Develop knowledge of bank products and services and connect them to customer needs.
Interact with customers with care and professionalism, demonstrating products and service options.
Refer customers’ financial needs to other bankers and partners as appropriate.
Maintain, handle, and balance a cash drawer.
Complete service-related tasks as needed.
Follow applicable policies, procedures, regulations, and risk and compliance requirements; escalate and remediate issues appropriately.