Bilingual Personal Banker South Mountain West

About This Role

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network.

Key Responsibilities

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions.
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• Develop 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.
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
• This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO).

Requirements & Tech Stack

• Bilingual speaking and listening proficiency in Spanish/English
• Must take and pass required language assessment.
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed.
• This position requires SAFE registration at the time of employment.

Qualifications

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Desirable 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 and connect customers to technology and share the value of mobile banking options.
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
• Experience working with others on a team to meet customer needs.
• 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.
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Support customers and employees in resolving or escalating concerns or complaints.

Job Expectations

• Ability to work a schedule that may include most Saturdays.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
• A current credit report will be used to assess your financial responsibility and credit fitness.
• This position is not eligible for Visa sponsorship.