Jobs · Finance · North Carolina

Roving Bilingual Personal Banker South Mountain

Wells Fargo · Asheville, NC · 4 wk ago
FinanceFull-time

At Wells Fargo, we're a global trailblazer in financial services, committed to driving innovation, empowering communities, and helping our customers succeed. We offer robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. Recognized as the #1 financial services employer on the 2025 LinkedIn Top Companies list, we provide a meaningful career where you can thrive.

About the Role

Wells Fargo is seeking a Roving Bilingual Personal Banker (SAFE) for our National Branch Network within the Consumer Banking and Lending division. In this role, you will provide support across a variety of branch locations within a specific geography to cover absences or vacancies. You will deliver exceptional customer experiences by building relationships, proposing products and digital solutions, and assisting with account openings, service requests, and credit applications.

This SAFE position involves customer contact and may include offering or negotiating terms for dwelling-secured transactions. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting these requirements, including acceptable background investigation results.

Responsibilities

  • Provide support across multiple branch locations within a defined geography, covering for absent staff or vacancies.
  • Adapt to changing priorities and new surroundings while meeting customer needs.
  • Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions.
  • Assist customers with opening new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop understanding of bank products and services to connect to customer needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services.
  • Refer customers' financial needs to other bankers and partners as needed.
  • Travel 100% of the time to different branches within the assigned geography.
  • Maintain cash drawer, handle cash, and complete service-related tasks as needed.
  • Comply with SAFE registration and Loan Originator (LO) requirements, including financial responsibility, character, and background standards.

Requirements

  • 6+ months of customer interaction experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual proficiency in Spanish and English (speaking and listening).
  • Ability to pass a required language assessment.
  • Ability to work weekends and holidays as needed or scheduled.
  • Must complete SAFE registration at the time of employment.

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 customers on mobile banking options and digital solutions.
  • Experience working with teams to meet customer needs.
  • Ability to foster and develop strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud or risky accounts and take appropriate action.
  • 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.
  • Ability to support customers and employees in resolving or escalating concerns or complaints.

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