Bilingual Spanish Personal Banker
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: West Palm Beach • Florida • United States
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Job Level
About the role
- 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
- Bilingual speaking and listening proficiency in Spanish/English
- 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
- Ability to build strong relationships with internal partners
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints
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 serviceaccount openingservice requestscredit applicationsmobile bankingfraud preventionpersonnel benefits managementmilitary protocolhuman resourcesmilitary recruiting
Soft Skills
relationship buildingproactive outreachteam collaborationintegrityprofessionalismcustomer engagementcommunicationproblem resolutionjudgmentcustomer focus