Wells Fargo

Roving Personal Banker, Spanish Bilingual Preferred

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Miami • Florida • United States

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Job Level

Junior

About the role

  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • 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 customer
  • Refer customers' financial needs to other bankers and partners as needed

Requirements

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bilingual speaking and listening proficiency in Spanish/English
  • 6+ months of experience retail branch banking
  • 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 customer 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
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Benefits
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer serviceretail branch bankingcredit applicationsmobile bankingcomplex transactionsfinancial productsoutreachfraud detectionrisk managementbilingual proficiency
Soft Skills
flexibilityadaptabilityrelationship buildingteam collaborationcommunicationjudgmentcustomer focusproblem solvinginterpersonal skillsproactive engagement