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Personal Banker, Bilingual Spanish
Wells FargoAssociate Personal Banker serving Wells Fargo customers through account support, cash handling, and referrals. Building relationships and connecting customers with banking products and digital tools.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management skills, with the ability to identify customer needs and connect 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 Handling ExperienceSAFE RegistrationFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount Opening SupportCredit Application ProcessingCompliance AdherenceRisk Control Management
Soft Skills
Effective CommunicationCollaborationTrust-BuildingProactive Outreach
Tools & Technologies
Digital Banking ToolsCustomer Relationship Management Software
Certifications & Qualifications
SAFE Registration
Industry Keywords
Financial ServicesCustomer-Facing RoleRegulatory ComplianceLoan 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
- Process transactions accurately while maintaining compliance and operational standards
- Use and adopt digital tools and technologies to enhance 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
- Support ongoing account services and 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 will include Saturdays
- Must take and pass required language assessment
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- This position is not eligible for Visa sponsorship
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based customer relationships
- Comfort initiating outreach through calls, emails, or other channels
- Comfort with digital tools and technology
- Ability to identify customer needs and connect them to appropriate solutions
- Ability to collaborate with teammates and partners
- Ability to follow policies and regulations and escalate risk concerns
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Training and coaching
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available