Jobs · Finance · North Carolina

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.

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