Bilingual Spanish Personal Banker | The Heights
Wells Fargo · South San Francisco, CA · 1 mo ago
Sales$23–$31/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, etc. Must not include sections with filler like "commensurate with experience". Pay and Schedule must be included only if posting actually states them. Pay: there is a Pay Range: $23.00 - $31.00. So include Pay section. Schedule: there is mention of schedule includes Saturdays, training schedule Monday-Friday 8:30am-5:30pm, also "Ability to work a schedule that will include Saturdays". So we have schedule info. Benefits: there is a Benefits section with list. So include Benefits.
We need sections: About the role (the paragraph after "About this role:" maybe). Responsibilities: list of duties from "In this role you will:" bullet list. Requirements: maybe "Required Qualifications". Qualifications: maybe "Desired Qualifications". Skills: maybe combine? But we can have Skills section if there is specific skill content. The posting includes many skill-like items in Desired Qualifications and Job Expectations. Could treat Skills as separate but we need to avoid thin sections. Perhaps combine Desired Qualifications and Job Expectations into Skills? But the instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include only those with real content. We have content for About the role, Responsibilities, Requirements (Required Qualifications), Qualifications (Desired Qualifications), Skills (maybe from Job Expectations and other skill statements), Benefits, Pay, Schedule.
We must not repeat job title. Must not include Job ID etc. Must not include boilerplate like EEO, etc. Must not include duplicated lines. Must preserve all substantive info.
We need to extract substantive content:
- About this role: paragraph after "About this role:" up to before "In this role you will:"? Actually "About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo’s training and coaching."
That's the About the role content.
- Responsibilities: list after "In this role you will:" bullet points:
1. Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
2. Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
3. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
4. Support everyday banking needs, including new account openings, service requests, and credit applications
5. Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
6. Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
7. Deliver accurate, compliant service while exercising sound judgement within defined risk controls
8. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise
- Required Qualifications: bullet? Actually text: "Required Qualifications: 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"
We need to preserve that.
- Desired Qualifications: list after "Desired Qualifications:" bullet points:
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
- Job Expectations: includes schedule and other expectations: "Ability to work a schedule that will include Saturdays Must take and pass required language assessment Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship"
We can treat Job Expectations as Skills or maybe as part of Requirements? But we have Skills section; we can put skill-related items here: ability to work schedule including Saturdays, must take and pass language assessment, support branch operations flexing between cash handling and customer banking activities, emphasis on delivering strong service through account openings and ongoing account support, SAFE registration required, etc. Also note about Loan Originators etc maybe not relevant to this role? It's generic but still part of posting. We'll keep.
- Benefits: list after "Benefits:" first occurrence: "Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement *Positions may not be available at all branch locations outlined in the posting. *Position requires full-time training for 6 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30p"
Then later another Benefits section repeats similar list. We need to combine and avoid duplication. We'll produce a Benefits section with list items: 401(k) Plan, Paid Time Off, Parental Leave, Critical Caregiving Leave, Discounts and Savings, Health Benefits, Commuter Benefits, Tuition Reimbursement, Scholarships for dependent children, Adoption Reimbursement. Also note training schedule? That's more Schedule maybe. But training schedule is part of Benefits? Actually it's under Benefits note. Could include in Schedule section.
- Pay: "$23.00 - $31.00" base pay range.
- Schedule: we have schedule info: Ability to work a schedule that will include Saturdays; training schedule Monday-Friday 8:30am-5:30pm; also maybe mention of schedule includes Saturdays. Also maybe mention of "Ability to work a schedule that will include Saturdays". We'll include those.
We must not include sections with filler like "commensurate with experience". Not present.
We must not include Job ID etc. Remove reference number etc.
We must not include boilerplate like EEO, etc. Remove all that.
We must not include duplicated lines. Ensure we don't repeat same benefit items.
Now produce HTML fragment:
About the role
...
Responsibilities
- ... ...
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
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations.
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs.
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience.
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed.
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience.
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns.
Skills
- Ability to work a schedule that includes Saturdays.
- Must take and pass required language assessment.
- Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.
- SAFE registration required at the time of employment (Wells Fargo will initiate the process after start date).
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background; a credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
- This position is not eligible for Visa sponsorship.
Benefits
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
Pay
$23.00 - $31.00 base pay range.
Schedule
- Ability to work a schedule that includes Saturdays.
- Training schedule: Monday‑Friday, 8:30 am – 5:30 pm (full‑time training for 6 weeks).