Bilingual Personal Banker
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Winter Garden • 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
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- 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
- 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
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Benefits
- Competitive salary
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicerelationship buildingteam collaborationcommunicationproactive outreachfinancial educationproblem solvingcustomer engagementbilingual proficiency