Jobs · Sales · Texas

Personal Banker Bilingual- Preston and Parker

Wells Fargo · Plano, TX · 1 wk ago
SalesFull-time

About the role

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join their 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.

Responsibilities

  • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
  • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
  • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
  • Support everyday banking needs, including new account openings, service requests, and credit applications
  • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
  • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
  • Deliver accurate, compliant service while exercising sound judgement within defined risk controls
  • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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

Desired Qualifications

  • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
  • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
  • Comfortable 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
  • Proven 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
  • Proven ability to follow policies and regulations while identifying and escalating risk concerns

Job Expectations

  • Ability to work a schedule that will include Saturdays
  • 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

Qualifications

  • Required: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Desired: Bilingual speaking and listening proficiency in Spanish/English

Benefits

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The role requires flexibility to work Saturdays and may involve cash handling and teller line activities.

Skills

This role requires strong relationship building, sound judgment, and the ability to balance service with growth. Candidates should demonstrate comfort initiating outreach, using and adopting digital tools, and collaborating with teammates and partners to resolve needs and deliver a seamless customer experience.

Benefits

Wells Fargo offers a range of benefits including robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being. These benefits include:

  • Rewarding investment in the community
  • Recognition for authenticity and growth
  • Opportunities for career development and mobility

Company Information

Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed. The company values diversity and inclusion, and is committed to creating a workplace where all employees feel valued and respected. Wells Fargo is recognized for its commitment to diversity and inclusion, and is proud to have been named to the LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.

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