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Jobs · Finance · South Carolina

Personal Banker Bilingual Wesmark Plaza

Wells Fargo · Sumter, SC · 2 wk ago
FinanceFull-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. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience.

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
  • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns

Job Expectations

  • Ability to work a schedule that will include Saturdays
  • 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

Benefits

In this role, you will be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. You'll also have access to robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being.

Pay

The pay range for this role is $20.00 - $30.00 per hour, based on skills and experience. This range reflects the minimum and maximum amount that can be paid for this role at the time of posting. The actual amount offered may be higher or lower, depending on factors including but not limited to, qualifications, level of experience, and business needs and strategies. The pay range represents the first year of employment for most positions. For more information, please refer to the Pay Range Information document. This information is provided as part of the Company's commitment to transparency in the disclosure of compensation.

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