Bilingual Personal Banker South Mountain West

Wells Fargo Bank•Franklin, NC

1d•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 focuses on delivering an exceptional customer experience by building relationships, responding to service needs, and connecting customers with appropriate bank products, services, and digital solutions. The banker receives direction from managers and exercises judgment within established policies and procedures. This SAFE position involves customer contact and may include offering or negotiating terms for, or taking applications for, dwelling-secured transactions. Employment requires SAFE registration and compliance with applicable SAFE Mortgage Licensing Act and Regulation Z Loan Originator requirements. Ongoing employment is contingent on meeting regulatory requirements and passing applicable background and other screenings. 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, education, or a combination of these.
Bilingual speaking and listening proficiency in Spanish and English.
Pass the required language assessment.
Obtain SAFE registration at the time of employment and meet applicable Loan Originator qualification and ongoing regulatory requirements.
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards.

Nice To Haves

Customer service focus and experience handling complex transactions across multiple systems.
Experience proactively engaging customers by phone or email.
Ability to educate customers about technology and 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 integrity and professionalism with customers and team members.
Relevant military experience, including working with military protocol and instructions, enlisted evaluations, or officer and leadership reporting.
Relevant military experience in personnel benefits management, processing 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 recommend 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.
Provide customers with 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, compliance, and company policies and procedures; escalate and remediate issues appropriately.
Work a schedule that may include most Saturdays.