Bilingual Personal Banker Greater Tampa Bay Spanish Required
Wells Fargo · Tampa, FL · 5 days ago
FinanceFull-time
About the role
Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network within the Consumer Banking and Lending division.
Learn more about the career areas and business divisions at wellsfargojobs.com.
Responsibilities
- Build relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
- Aid customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Assist in developing an understanding of bank products and services to connect with 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.
Requirements
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Bilingual speaking and listening proficiency in Spanish/English.
Qualifications
- 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 foster and develop strong customer relationships.
- Ability to follow policies, procedures, and regulations.
- Ability to identify potential fraud/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, officer/leadership reporting, personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Support customers and employees in resolving or escalating concerns or complaints.
Job Expectations
- Ability to work a schedule that may include most Saturdays.
- Take and pass required language assessment.
- Maintain cash drawer, cash handling and balancing and spend time completing service-related tasks as needed.
- This position requires SAFE registration at the time of employment.
- The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.
- Candidates must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
- The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
- A current credit report will be used to assess financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
- Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Pay
Details on pay are not specified in the job posting.
Schedule
Details on schedule are not specified in the job posting.
Benefits
Details on benefits are not specified in the job posting.