Personal Banker (Spanish Desired) Magnolia Heritage Green, DeNovo
Core
Frontline associate supporting everyday banking needs, account openings, and credit applications through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch growth by connecting customers to banking products and services
Domain
Retail Banking
Deliverable
product features
Required skills
Customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, bilingual Spanish/English communication
Preferred skills
Prior financial services experience, trust-based relationship building, proactive outreach, risk identification
Technologies
Digital banking tools, Wells Fargo internal systems
Responsibilities
Process new account openings and service requests, handle cash transactions, identify customer needs for product referrals, conduct proactive outreach, collaborate with licensed bankers
Seniority
Entry-level, frontline IC
