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דרושים Personal Banker Bilingual Cascade Crossing ב-Wells Fargo ב-United States, Atlanta

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Personal Banker Bilingual Cascade Crossing ב-United States, Atlanta והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Wells Fargo. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Atlanta
נמצאו 17 משרות
16.09.2025
WF

Wells Fargo Personal Banker Bilingual Cascade Crossing United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

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

  • Bilingual speaking and listening proficiency in Spanish/English

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

  • Must take and pass required language assessment

  • 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:

  • 1120 FAIRBURN RD SW ATLANTA, GA 30331

Bilingual - Spanish

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
15.09.2025
WF

Wells Fargo Senior Wealth Management Banker - Professional Services SAFE United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

In this role, you will:

  • Participate in developing new and managing existing High Net Worth Client relationships
  • Work as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to maintain client wealth within Wealth Management Banking and contribute to large scale planning related to functional area deliverables
  • Review and analyze custom credit and deposit strategies and solutions to clients to manage custom credit portfolios that require an in-depth evaluation of variable factors
  • Resolve banking solutions and deliver, construct, and implement custom credit and deposit strategies and solutions to clients
  • Lead team to meet functional area deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Identify opportunities to deepen client relationships and expand wallet share through proactive engagement and referrals.
  • 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:

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

Desired Qualifications:

  • Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registration
  • Experience working with UHNW clients
  • Excellent sales and relationship management skills
  • Strong knowledge of credit and cash management services
  • Excellent sales advisory and discovery skills
  • Knowledge of wealth management products and referral partnerships

Job Expectations:

  • 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 ( ) 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
  • US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
  • US Only: Designated insurance license requirements must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. Compliance with state law requirements is required.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • This position is not eligible for Visa sponsorship.

Job Locations:

  • 3280 Peachtree RD NE STE 300 & 400, Atlanta GA 30305
  • 300 S Biscayne BLVD STE C-102, Miami FL 33131

28 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
25.08.2025
WF

Wells Fargo Personal Banker Village East Lake United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

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:

  • 2283 GLENWOOD AVE SE ATLANTA, GA 30316

27 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
21.08.2025
WF

Wells Fargo Teller Part Time Cascade Heights United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers financial needs

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:

  • 6+ months of experience interacting with people, demonstrated through work, military, or education
  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and team members
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • 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

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • This position is not eligible for Visa sponsorship

Posting Location:

  • 2280 CASCADE RD SW ATLANTA, GA 30311

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
21.08.2025
WF

Wells Fargo Relationship Banker Cheshire Bridge United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • 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 SAFE 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:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • 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) web site(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

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
20.08.2025
WF

Wells Fargo Teller Part Time Bilingual East Central Atlanta United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

  • Complete operational activities while minimizing risks under established policies

  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

  • Receive direction from managers and exercises judgment within defined policies and procedures

  • Escalate questions and issues to more experienced roles

  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

  • Identify information and services to meet customers financial needs

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

  • Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

  • 6+ months of experience interacting with people, demonstrated through work, military, or education

  • Customer service focus with experience handling complex transactions across multiple systems

  • Ability to educate and connect customers to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and team members

  • Experience working with others on a team to meet customer needs

  • Cash handling experience

  • Ability to follow policies, procedures, and regulations

  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  • Well-organized, independent and able to prioritize in a fast-paced environment

  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

  • 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

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • This position is not eligible for Visa sponsorship

  • Must take and pass required language assessment

Posting Location(s):

  • 1 W COURT SQ DECATUR, GA 30030

  • 1270 CAROLINE ST NE ATLANTA, GA 30307

  • 1605 MONROE DR NE ATLANTA, GA 30324

  • 2283 GLENWOOD AVE SE ATLANTA, GA 30316

  • 2349 CHESHIRE BRIDGE RD NE ATLANTA, GA 30324

  • 2725 CLAIRMONT RD NE ATLANTA, GA 30329

  • 2942 N DRUID HILLS RD NE ATLANTA, GA 30329

  • 3615 FLAT SHOALS RD DECATUR, GA 30034

  • 3890 PEACHTREE RD NE ATLANTA, GA 30319

  • 4046 AUSTELL RD AUSTELL, GA 30106

  • 4454 ROSWELL RD NE ATLANTA, GA 30342

  • 4825 FLAT SHOALS PKWY DECATUR, GA 30034

  • 5010 FLOYD RD MABLETON, GA 30126

  • 979 VIRGINIA AVE NE ATLANTA, GA 30306

27 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
20.08.2025
WF

Wells Fargo Senior Premier Banker East Central Atlanta United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
תיאור:

About this role:

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
  • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
  • Escalate banking related issues or business risks that require an in-depth evaluation
  • Advise customers on various aspects of recommended and available financial options and services
  • Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
  • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
  • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
  • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
  • 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 SAFE. 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:

  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services

Desired Qualifications:

  • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
  • Experience recommending financial services products and services
  • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
  • State Insurance license(s)
  • 3+ years of experience in a licensed financial services position
  • Customer service focus with experience handling complex transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • Ability to educate and connect customers to technology and share the value of self-service digital banking options
  • Experience using strong business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to interact with integrity and professionalism with customers and employees
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching others

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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

27 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Expand
Limitless High-tech career opportunities - Expoint
תיאור:

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

  • Bilingual speaking and listening proficiency in Spanish/English

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

  • Must take and pass required language assessment

  • 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:

  • 1120 FAIRBURN RD SW ATLANTA, GA 30331

Bilingual - Spanish

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

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בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Personal Banker Bilingual Cascade Crossing בחברת Wells Fargo ב-United States, Atlanta. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.