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Bilingual Spanish Personal Banker

Job in Concord, Contra Costa County, California, 94527, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 52000 USD Yearly USD 42000.00 52000.00 YEAR
Job Description & How to Apply Below

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement

• Lead discovery-driven conversations to 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 to meet customer and business goals

• Support everyday banking needs, including new account openings, service requests, and credit applications

• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards

• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs

• Deliver accurate, compliant service while exercising sound judgement within defined risk controls

• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

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

Core Competencies

Demonstrates strong customer engagement and relationship-building skills while effectively utilizing digital tools to enhance the banking experience. Proficient in cash handling, compliance, and operational standards to support branch growth and customer needs.

Highest-signal resume keywords

  • Customer Relationship Management
  • Bilingual Proficiency in Spanish/English
  • Cash Handling
  • Compliance and Operational Standards
  • Digital Tools Adoption

ATS Optimization Keywords

Soft Skills

  • Proactive Communication
  • Discovery-Driven Conversations
  • Sound Judgement

Industry Keywords

  • Banking Products
  • Service Requests
  • New Account Openings
  • Credit Applications
  • Branch Growth
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