Personal Banker, Spanish Desired
Job in
Georgetown, Williamson County, Texas, 78628, USA
Listed on 2026-09-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
- Build lasting customer relationships through proactive, meaningful conversations
- Understand customer needs and connect customers 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 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 or other specialists
- Support branch operations by flexing between cash handling and customer banking activities
- Deliver strong service through account openings and ongoing account support
- 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach through calls, emails, or other channels
- Comfort with digital tools and technology and ability to quickly learn new systems
- Ability to identify customer needs and connect them to appropriate solutions, including referrals
- Ability to collaborate with teammates and partners
- Ability to follow policies and regulations while identifying and escalating risk concerns
- Bilingual speaking and listening proficiency in Spanish/English
- Ability to work a schedule that includes Saturdays
- SAFE registration required at the time of employment;
Wells Fargo initiates the process after the start date - Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
- Must meet standards related to financial responsibility, character, fitness, and criminal background
- Position is not eligible for Visa sponsorship
Demonstrates strong customer relationship management skills, with a focus on understanding customer needs and connecting 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 Management
- Cash Handling
- Bilingual Proficiency in Spanish/English
- SAFE Registration
- Financial Services Experience
- Customer Needs Assessment
- Account Opening Support
- Credit Application Processing
- Risk Identification and Escalation
- Digital Tools Proficiency
- Active Listening
- Collaboration
- Trust-Building
- Effective Communication
- SAFE Registration
- Financial Services
- Regulatory Compliance
- Customer-Facing Role
- Branch Operations
- Operational Standards
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