Personal Banker, Bilingual Spanish

Wells Fargo

. Build lasting customer relationships through proactive conversations .

Posted 10/5/2026full-timeCharlotte • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting them to relevant banking products and services. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experience.

Highest-signal resume keywords

Customer Relationship ManagementBilingual Proficiency in Spanish/EnglishCash HandlingSAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Building Trust-Based RelationshipsInitiating OutreachCollaboration with Teammates

Tools & Technologies

Digital ToolsBanking ProductsCustomer Service Solutions

Certifications & Qualifications

SAFE Registration

Industry Keywords

Financial ServicesComplianceRisk ControlsCustomer Needs AssessmentLoan Originator Requirements

About the role

Key responsibilities & impact

Build lasting customer relationships through proactive 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 new account openings, service requests, and credit applications
Perform cash handling and teller line activities while maintaining compliance and operational standards
Use digital tools and technologies to enhance the customer experience
Deliver accurate, compliant service within defined risk controls
Collaborate with branch teammates and coordinate handoffs to licensed bankers or 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 includes Saturdays
Must take and pass required language assessment
SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies regarding 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
Prior financial services or highly regulated customer-facing experience desired
Experience building trust-based customer relationships desired
Comfort initiating outreach through calls, emails, or other channels 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

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Training and coaching
Career growth and mobility
Equal opportunity employment
Medical accommodation support
Drug-free workplace