Personal Banker Bilingual Spanish Keizer

Wells FargoKeizer, OR
383d

About The Position

Wells Fargo is seeking a bilingual Associate Personal Banker (SAFE) in Keizer, OR, to deliver exceptional customer experiences by building relationships and providing appropriate banking products and services. This role involves assisting customers with account openings, service requests, and credit applications while ensuring compliance with the S.A.F.E. Mortgage Licensing Act. The position emphasizes proactive outreach and customer engagement to help clients succeed financially.

Requirements

  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual speaking and listening proficiency in Spanish/English.

Nice To Haves

  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through outreach via phone or email.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience working with others on a team to meet customer needs.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.

Responsibilities

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
  • Assist customers with basic requests related to opening new accounts and completing service requests.
  • Receive direction from managers and exercise judgement within defined policies and procedures.
  • Develop understanding of bank products and services to connect to customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.

Benefits

  • Competitive salary
  • Robust benefits package
  • Programs to support work-life balance and well-being

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

No Education Listed

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