Associate Customer Service Representative Spanish Everyday Banking jobs at Wells Fargo in United States, San Antonio

In this role you will:

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• 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
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to travel 100% of the time within the district
• Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
• Ability to work a schedule that may include most Saturdays
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• This position is not eligible for Visa sponsorship
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location(s):

• 333 Market St., San Francisco, CA 94105

• 1160 Grant Ave., San Francisco, CA 94133

• 1900 Union St., San Francisco, CA 94123

• 292 Battery St., San Francisco, CA 94111

• 2100 Fillmore St., San Francisco, CA 94115

• 2100 Chestnut St., San Francisco, CA 94123

• 601 Market St., San Francisco, CA 94105

• 286 King St., San Francisco, CA 94117

• 1015 Stockton St., San Francisco, CA 94108

• 464 California St., San Francisco, CA 94104

• 460 Sutter St., San Francisco, CA 94108

• 2 Grant Ave., San Francisco, CA 94108

• 1560 Van Ness Ave., San Francisco, CA 94109

• 1335 Webster St., San Francisco, CA 94115

Pay Range:

• This job profile is eligible for a 10% pay differential.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support fraud and claims functional area by proactively identifying opportunities to improve customer experience, and offer ideas to mitigate risks through effective authentication of customers in order to prevent fraudulent activity
• Perform moderately complex customer support tasks by utilizing solid communication, and verbal and written skills to establish rapport with customer and to deescalate difficult, as well as sensitive information as a part of resolving a claim
• Oversee multiple claim types, take appropriate action to decision the case using multiple systems and applications, and may contact third parties for research, as needed
• Receive direction from supervisor and escalate questions or issues
• Interact with immediate team and functional area on wider range of information, plus internal or external customers

Required Qualifications:

• 1+ years of Customer Service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Call Center experience
• Experience providing strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
• Bilingual speaking proficiency in Spanish/English
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work effectively in structured but flexible, adaptable and changing work environment
• Ability to make timely and independent judgment decisions while working in a fast-paced, high demand and results driven work environment
• Financial services experience
• Basic Microsoft Office (Outlook, Word, and Excel) skills
• Ability to manage to production goals, deadlines, and various metrics
• Ability to follow policies, procedures, and regulations
• Strong analytical skills with high attention to detail and accuracy
• Knowledge and understanding of financial crime, fraud, or risk management

Job Expectations:

• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted
• Training will be for six weeks, Monday - Friday, 8:30 am – 5:30 pm
• Work Schedule: Initial schedule after training will be presented to you at time of offer and will be 1:30 pm – 10:00 pm or 2:30 pm – 11:00 pm. Schedule includes a shift differential.

Job Location:

• 4101 Wiseman Blvd, San Antonio, TX 78251

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Pay Range

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Research complex credit investigations and diverse credit information for loans
• Identify opportunity for process improvements within scope of responsibilities or functional area
• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

• 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25M to $100M
• Completion of a formal credit training program
• Proven ability to manage client relationships and collaborate with cross-functional teams. Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
• Experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.
• Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.
• Demonstrated leadership and mentorship capabilities. Excellent communication and presentation skills, with the ability to convey complex financial information clearly.
• In-depth knowledge of industry standards, banking regulations, and compliance requirements.
• Familiarity with the Bank's software and credit risk management tools.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations:

• 10999 W Interstate 10, San Antonio, TX
• 401 Las Colinas Blvd W Bldg B, Irving, TX
• 801 Walnut St. Des Moines, IA
• 550 S Tryon St., Charlotte, NC
• 299 S Main Street, Salt Lake City, UT
• 8601 S Scottsdale Rd.. Scottsdale. AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

Play a vital part in the day-to-day business management team. Core functions relate to strategy and analysis including: client prioritization, reviewing sales and performance metrics, and working on projects spanning Finance, Analytics, Marketing, Communications, Compliance, and other key business areas. The Associate role will collaborate with the Corporate Banking industry COOs, front line Corporate Bankers, and Group Executive. Key responsibilities include:

• Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, project execution, and banker scorecards
• Researching and analyzing client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
• Assisting in running vertical or product wide planning sessions
• Monitoring data accuracy and integrity within CRM pipelines and internal company hierarchy management platforms
• Balancing workload with peers, in the US and internationally, to deliver timely work product in the fast-paced environment of Corporate Banking.
• Effectively utilizing skillsets such as: project management, data analysis, problem-solving skills, financial business acumen, the ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience,or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working in Investment Banking, Corporate Banking, Finance, Strategy & Analytics
• Experience with financial reporting, business performance analysis and execution of strategic projects supporting Technology, Media & Telecommunications and Healthcare
• Experience with customer relationship management systems CRMs (ie Salesforce.com)
• Experience in problem analysis, solution implementation, and change management
• Excellent verbal, written, and interpersonal communication skills and executive presence
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
• Experience with preparation and execution of Senior and Executive level presentations
• Ability to work effectively in a team environment and across all organizational levels - flexibility, collaboration, and adaptability are important

• Advanced proficiency in Microsoft Excel and PowerPoint
• Ability to manipulate data sets (BI Tools, Pivot Tables, Macros)

Job Expectations:

• Ability to work outside of normal business hours as needed
• Ability to travel up to 5%

New York: 30 Hudson Yards, New York

California: 333 Market St., San Francisco

Pay Range:

New York: $104K - $168K

California: $104K - $168K

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location:

• 4888 San Felipe Rd San Jose, CA 95135

​**Required location listed above. Relocation assistance is not available for this position.**

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• 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
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

Posting Location(s):

• 3027 16th St., San Francisco, CA 94103
• 2595 Mission St., San Francisco, CA 94110
• 655 8th St., San Francisco, CA 94103
• 3801 3rd St., Suite 116, San Francisco, CA 94124
• 557 Castro St., San Francisco, CA 94114
• 1266 Market St., San Francisco, CA 94102
• 4045 24th St., Ste. B, San Francisco, CA 94114
• 2300 16th St., San Francisco, CA 94103
• 2300 Irving St., San Francisco, CA 94122
• 725 Irving St., San Francisco, CA 94122
• 5455 Geary Blvd., San Francisco, CA 94121
• 3624 Geary Blvd., San Francisco, CA 94118
• 3431 California St., San Francisco, CA 94118
• 1726 Haight St., San Francisco, CA 94117

for an overview of the following benefit plans and programs offered to employees.

• 401(k) Plan
• Paid Time Off
• Parental Leave
• Critical Caregiving Leave
• Discounts and Savings
• Health Benefits
• Commuter Benefits
• Tuition Reimbursement
• Scholarships for dependent children
• Adoption Reimbursement

*Positions may not be available at all branch locations outlined in the posting.

*Position requires full-time training for 8-10 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30pm.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.