Bilingual Personal Banking Associate

2 weeks ago

Seattle, Washington, United States Wells Fargo Full time

Why Choose Wells Fargo:

At Wells Fargo, we understand that a fulfilling career encompasses more than just a job. It’s about discovering the various elements that contribute to your success, all in one place. #LivingTheWellLife signifies that you are supported in all aspects of life, not just in your professional role. This includes competitive compensation, a comprehensive benefits package, and programs designed to enhance your work-life balance and overall well-being. We take pride in being recognized as one of the top workplaces for career growth in the U.S.

Position Overview:

Wells Fargo is in search of an Associate Personal Banker (SAFE) to join our National Branch Network within the Consumer, Small & Business Banking division. This role is essential in delivering exceptional customer service and building lasting relationships.

Key Responsibilities:

  • Deliver outstanding customer experiences by engaging in proactive outreach and recommending suitable products, services, and digital solutions to support customers in achieving their financial goals.
  • Assist clients with fundamental inquiries regarding account openings, service requests, and credit applications.
  • Follow guidance from management while exercising sound judgment within established policies and procedures.
  • Gain a thorough understanding of banking products and services to effectively address customer needs.
  • Engage with customers to foster relationships and demonstrate genuine care.
  • Provide tailored options for banking products and services to clients.
  • Refer customers' financial needs to appropriate bankers and partners as necessary.
  • This SAFE position involves customer interaction and responsibilities that may include offering or negotiating terms and/or processing applications for secured transactions, necessitating compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

Essential Qualifications:

  • Minimum of 6 months of customer interaction experience, or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Bilingual proficiency in Spanish and English, both spoken and written.

Preferred Qualifications:

  • Strong customer service orientation with experience managing complex transactions across various systems.
  • Proven ability to proactively engage customers through outreach via phone or email.
  • Capability to educate customers about technology and the benefits of mobile banking options.
  • Experience in assisting customers to achieve financial success by connecting them with additional team members as appropriate.
  • Ability to collaborate effectively with team members to meet customer needs.
  • Experience in building and nurturing strong customer relationships.
  • Skill in establishing solid relationships with internal partners.
  • Adherence to policies, procedures, and regulations.
  • Ability to identify potential fraud or risky accounts and take necessary actions to mitigate loss.
  • Professional interaction with customers and team members, demonstrating integrity.
  • Relevant military experience, including working with military protocols and personnel management.
  • Proficiency in sourcing, acquiring, and maintaining relationships with customers and colleagues.
  • Support for customers and employees in resolving or escalating concerns or complaints.

Job Expectations:

  • Availability to work a schedule that may include Saturdays.
  • Completion of required language assessment.
  • Management of cash drawer, cash handling, and balancing, along with completing service-related tasks as necessary.
  • This position requires SAFE registration upon employment, with the registration process initiated immediately after the start date.
  • This role is not eligible for Visa sponsorship.

Diversity and Inclusion:

Wells Fargo is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, or any other status protected by applicable law.

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