Roving Bilingual Personal Banker South Mountain
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. 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.
- Be flexible and adaptable to changing priorities while meeting customer needs.
- Deliver exceptional customer experiences by building relationships through proactive outreach and proposing 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 an understanding of bank products and services to connect with customer needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services and refer customers to other bankers or partners as needed.
This SAFE position involves customer contact and job duties that may include offering, negotiating, or taking applications 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
- Travel 100% of the time to different branches within an assigned geography.
- Work weekends and holidays as needed or scheduled.
- Maintain a cash drawer, handle cash, and balance accounts while completing service-related tasks.
- Participate in SAFE registration at the time of employment, including compliance with Consumer Financial Protection Bureau qualification requirements (financial responsibility, character, general financial fitness, and criminal background standards).
Requirements
- 6+ months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
- Bilingual proficiency in speaking and listening (Spanish/English).
- Must take and pass a required language assessment.
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 working with teams to meet customer needs and fostering strong customer relationships.
- Ability to build relationships with internal partners and follow policies, procedures, and regulations.
- Ability to identify potential fraud or risky accounts and take appropriate action to prevent loss.
- 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.