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Wells Fargo

Bilingual Personal Banker

Wells Fargo

. Build customer relationships through proactive outreach .

Posted 10/14/2026full-timeAsheville • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on building relationships and providing tailored banking solutions. Proficient in compliance with financial regulations and capable of handling complex transactions while maintaining a high level of customer satisfaction.

Highest-signal resume keywords
Customer Service ExperienceBilingual Proficiency in Spanish/EnglishSAFE RegistrationLoan Originator Requirements ComplianceExperience with Complex Transactions

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer Relationship ManagementBank Product KnowledgeCash HandlingFraud DetectionTechnology EducationService Request ProcessingCredit Application SubmissionRegulatory ComplianceEscalation ProceduresFinancial Needs Assessment
Soft Skills
Proactive OutreachJudgment and Decision-MakingTeam CollaborationConflict ResolutionEffective Communication
Certifications & Qualifications
SAFE Registration
Industry Keywords
Regulation ZFinancial Responsibility StandardsCustomer EngagementRisk ManagementMilitary Experience

About the role

Key responsibilities & impact
  • Build customer relationships through proactive outreach
  • Propose appropriate products, services, and digital solutions to help customers succeed financially
  • Assist 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 and connect them 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
  • Maintain cash drawer, handle and balance cash, and complete service-related tasks
  • Support customers and employees in resolving or escalating concerns or complaints
  • Follow Wells Fargo risk, compliance, governance, monitoring, and escalation requirements

Requirements

What you’ll need
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
  • Bilingual speaking and listening proficiency in Spanish/English
  • Must take and pass required language assessment
  • Ability to work a schedule that may include most Saturdays
  • SAFE registration required at the time of employment
  • Must meet Loan Originator requirements under Regulation Z
  • Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
  • Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary
  • This position is not eligible for Visa sponsorship
  • Customer service experience handling complex transactions across multiple systems
  • Experience engaging customers through phone or email outreach
  • Ability to educate customers about technology and mobile banking
  • Experience fostering customer relationships and working with teams
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action
  • Relevant military experience may include military protocol, personnel benefits management, military orders, wartime readiness, human resources, or recruiting
  • Proficiency in sourcing, acquiring, building, and maintaining customer and colleague relationships

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Community investment opportunities
  • Equal opportunity employer
  • Medical accommodation support during recruitment
  • Drug-free workplace