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Personal Banker, Bilingual Spanish
Wells Fargo. Build lasting customer relationships through proactive conversations supporting financial well-being .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills, with a focus on financial well-being and compliance. Proficient in using digital tools to enhance customer experience while adhering to regulatory standards.
Highest-signal resume keywords
Customer Relationship ManagementBilingual Proficiency in Spanish/EnglishCash Handling and Transaction ProcessingSAFE RegistrationFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Needs AssessmentNew Account OpeningsService RequestsCredit ApplicationsCompliance AdherenceRisk Control ManagementLoan Originator RequirementsFinancial Responsibility Standards
Soft Skills
Building Trust-Based RelationshipsInitiating OutreachCollaboration with TeammatesSound Judgment
Tools & Technologies
Digital Banking ToolsCustomer Experience Technologies
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesRegulated Customer-Facing ExperienceBranch Operations
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive conversations supporting financial well-being
- Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
- Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
- Support everyday banking needs, including new account openings, service requests, and credit applications
- Perform cash handling and teller line activities while accurately processing transactions and maintaining compliance
- Use and adopt digital tools and technologies to enhance customer experience
- Deliver accurate, compliant service while exercising sound judgment within defined risk controls
- Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
- Flex between cash handling and customer banking activities to support branch operations
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
- Ability to work a schedule that will include Saturdays
- Must take and pass required language assessment
- SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
- Prior financial services or highly regulated, customer-facing experience desired
- Experience building trust-based customer relationships desired
- Comfort initiating outreach desired
- Comfort with digital tools and technology desired
- Ability to identify customer needs and connect them to appropriate solutions desired
- Ability to collaborate with teammates and partners desired
- Ability to follow policies and regulations and escalate risk concerns desired
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available