Roving Bilingual Personal Banker South Mountain
Wells Fargo · Rutherfordton, 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 customers succeed. We offer robust benefits, competitive compensation, and programs designed to support work-life balance and well-being, making us the #1 financial services employer on the 2025 LinkedIn Top Companies list.
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 multiple branch locations within a specific geography, covering absences or vacancies while delivering exceptional customer service.
Responsibilities
- Provide support across a variety of branch locations where a banker or teller is out of the office or to temporarily cover vacancies.
- Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs.
- Build relationships through proactive outreach and propose appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with basic requests, including 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.
- Comply with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, including ongoing employment contingent upon meeting requirements such as acceptable background investigation results.
- 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 work experience, training, military experience, or education.
- Bilingual speaking and listening proficiency in Spanish and English.
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 technology and share the value of mobile banking options.
- Experience helping customers succeed financially by connecting them with additional team members.
- 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
- Ability to travel 100% of the time to different branches within the assigned geography.
- Must take and pass a required language assessment.
- Ability to work weekends and holidays as needed or scheduled.
- This position requires SAFE registration at the time of employment; Wells Fargo will initiate the process immediately after your start date.
- Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
- This position is not eligible for Visa sponsorship.