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Personal Banker, Bilingual Spanish
Wells Fargo. Build lasting customer relationships through proactive, meaningful conversations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills by effectively understanding and addressing customer needs while promoting relevant banking products and services. Proficient in cash handling, teller activities, and compliance with financial regulations.
Highest-signal resume keywords
Customer Relationship ManagementBilingual Proficiency in Spanish/EnglishCash Handling and Teller ActivitiesSAFE RegistrationDigital Tools and Technologies
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 AssessmentAccount OpeningsService RequestsCredit ApplicationsTransaction ProcessingRisk IdentificationCompliance AdherenceLoan Originator RequirementsFinancial ResponsibilityEscalation of Risk Concerns
Soft Skills
Proactive CommunicationCollaborationFlexibilityProblem SolvingCustomer Service Orientation
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Banking ProductsBranch OperationsFinancial ComplianceRisk ControlsWells Fargo Policies
About the role
Key responsibilities & impact- Build lasting customer relationships through proactive, meaningful conversations
- Understand customer needs and connect them with relevant 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 the customer experience
- Deliver accurate, compliant service 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
- Manage account openings and ongoing account support
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 includes Saturdays
- Must take and pass required language assessment
- SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
- Ability to follow policies and regulations and identify and escalate risk concerns
- Ability to use digital tools and technologies
- Ability to support cash handling, teller activities, account openings, service requests, and credit applications
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Training and coaching
- Career growth and mobility
- Equal opportunity employment
- Medical accommodation support during recruitment/interviews