Jobs · Finance · Florida

Personal Banker Bilingual Spanish Sarasota FL

ALPFA Baltimore Chapter · Sarasota, FL · 1 wk ago
FinanceFull-time

At Wells Fargo, we offer more than a career in financial services—we provide a platform to innovate, empower communities, and help customers succeed. Living the Well Life means robust benefits, competitive compensation, work-life balance, and recognition for your contributions. Join a top-ranked workplace committed to your growth and well-being.

About This Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch in Sarasota, FL. 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. This position provides a strong foundation for long-term career growth, supported by Wells Fargo's training and coaching.

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 judgment 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 customer interaction experience, or equivalent demonstrated through work experience, training, military experience, or education
  • Bilingual speaking and listening proficiency in Spanish and English
  • Ability to work a schedule that includes Saturdays
  • Must take and pass a required language assessment
  • SAFE registration is required at the time of employment (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, though credit score is not included)

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

This position is located at Village Plaza - 3625 Bee Ridge Rd, Sarasota, FL 34233 and is not eligible for Visa sponsorship.

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