Personal Banker Bilingual Southeast Metro District

About the Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. In this role, you will participate in delivering an exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.

Responsibilities

• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• Receive direction from managers and exercise judgment within defined policies and procedures.
• Develop an 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.
• Maintain compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including ongoing background investigation requirements.
• Maintain a cash drawer, handle cash, and complete service-related tasks as needed.

Requirements

• 6+ months of experience interacting with customers, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
• Bilingual speaking and listening proficiency in Spanish/English.
• Must take and pass a required language assessment.
• Must work a schedule that may include most Saturdays.
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
• Must meet the Consumer Financial Protection Bureau qualification requirements for Loan Originator (LO) positions, including financial responsibility, character, general financial fitness, and criminal background standards.
• This position is not eligible for Visa sponsorship.

Desired 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, such as mobile banking options.
• 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/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, personnel benefits management, or human resources.
• Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.

Job Expectations

• Support customers and employees in resolving or escalating concerns or complaints.
• Comply with ongoing regulatory requirements, including additional screening if necessary.

Locations

Bethesda, Lilburn, Northlake Festival