Personal Banker

Jobtailor; St. Helena (CA); On-site; USD 34,000 - 52,000; Full time

Job summary

Wells Fargo in St. Helena, CA is seeking a customer service oriented Teller to build relationships, support account openings, process transactions, and refer customers to the right banking solutions. The role blends cash handling with proactive outreach.

Candidates should be bilingual (Spanish/English), comfortable with digital tools, and willing to work Saturdays. The position requires regulatory awareness, SAFE registration, and CFPB compliance, with visa sponsorship not offered.

Qualifications

• 6+ months of customer-facing experience.
• Bilingual proficiency in Spanish and English.
• Experience in financial services or regulated, customer-facing roles.
• Ability to identify customer needs and offer solutions.
• Comfort initiating outreach via calls, emails, or other channels.
• Ability to learn new digital tools quickly.
• Adherence to policies and risk controls.
• Willingness to work Saturdays.
• SAFE registration required at time of employment; LO/CFPB compliance.
• Not eligible for visa sponsorship.

Responsibilities

• Build lasting customer relationships through proactive conversations.
• 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.
• Support new account openings, service requests, and credit applications.
• Perform cash handling and teller line activities while accurately processing transactions.
• Use and adopt digital tools and technologies to enhance the customer experience.
• Deliver accurate, compliant service within defined risk controls.
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists.
• Flex between cash handling and customer banking activities.
• Support account openings and ongoing account support.
• Fulfill applicable risk and compliance obligations, including monitoring, governance, identification, escalation, and remediation of issues.

Skills

Bilingual Spanish/English

Customer Relationship Management

Digital Tools Proficiency

Risk & Compliance Awareness

Financial Services Experience

Tools

CRM Software

Digital Banking Tools

Job description

• Build lasting customer relationships through proactive, meaningful conversations
• 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
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while accurately processing transactions
• Use and adopt digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Flex between cash handling and customer banking activities
• Support account openings and ongoing account support
• Fulfill applicable risk and compliance obligations, including monitoring, governance, identification, escalation, and remediation of issues

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
• Bilingual speaking and listening proficiency in Spanish/English
• 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
• Demonstrated 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
• Ability to work a schedule that will include Saturdays
• Must take and pass required language assessment
• SAFE registration required at the time of employment; Wells Fargo will initiate the process after start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies
• Must satisfy standards related to financial responsibility, character, fitness, and criminal background
• A credit report may be reviewed and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong customer relationship management skills, with a focus on proactive engagement and trust-building. Proficient in utilizing digital tools to enhance customer experiences while ensuring compliance with financial regulations.

Highest-signal resume keywords

• Bilingual Proficiency In Spanish/English
• Customer Relationship Management
• Digital Tools Proficiency
• Risk Compliance Management
• Financial Services Experience

Hard Skills

• Cash Handling
• Transaction Processing
• Account Opening Support
• Credit Application Processing
• Customer Needs Assessment

Soft Skills

• Active Listening
• Collaboration
• Effective Communication
• Trust Building
• Proactive Engagement

Certifications & Qualifications

• SAFE Registration
• Loan Originator/CFPB Compliance

Industry Keywords

• Financial Services
• Regulated Customer-Facing Role
• Risk Controls
• Governance
• Compliance Obligations

Tools & Technologies

• Digital Banking Tools
• Customer Relationship Management Software