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West LA Personal Banker Bilingual Spanish
Wells Fargo - Beverly Hills, CA
posted 4 days ago
About the position
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, you will participate in the delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially. You will assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations, and ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Responsibilities
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach.
- Propose 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 customers.
- 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.
Nice-to-haves
- 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 customers 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.
- 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
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
