Bilingual Member Services Representative engaging with high - need patients. Supporting whole - person care model and community outreach for underserved populations.
About the role
- Associate Personal Banker role focused on delivering exceptional customer experience and financial solutions at Wells Fargo. Building relationships through outreach and providing guidance on banking products and services.
Responsibilities
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- 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 customer
- Refer customers' financial needs to other bankers and partners as needed
Requirements
- 6+ months of interacting with customers experience
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Bilingual speaking and listening proficiency in Spanish/English
Benefits
- robust benefits
- competitive compensation
- programs designed to help you find work-life balance and well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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