Personal Banker Spanish Required Job at Wells Fargo (Dallas)

New

Personal Banker Spanish Required Coit & 635

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...

Location

United States , Dallas

Salary:

Not provided

Wells Fargo

Expiration Date

June 03, 2026

Requirements

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

Job Responsibility

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
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 to meet customer and business goals
Support everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
Deliver accurate, compliant service while exercising sound judgement within defined risk controls
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

!

Citizens Banker - Bilingual - Spanish Required

Our best Bankers are confident, self-starters who excel at building relationship...

Location

United States , Providence

Salary:

24.69 - 26.84 USD / Hour

Citizens Bank

Expiration Date

June 06, 2026

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers’ personal financial goals and recommend tailored solutions
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering, separate from regular PTO
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Training, coaching, career planning and development resources
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Up to 27 days of PTO, plus 11 paid holidays
Two weeks of 100% paid paternal leave

Fulltime

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New

Personal Banker

At PNC, our people are our greatest differentiator and competitive advantage in ...

Location

United States Of America , Dallas

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

Accountability
Banking
Client Loyalty
Customer Experience (CX)
Customer Service
Identifying Opportunities
Leveraging Technology
Proactive Sales
Banking Products
Digital Awareness

Job Responsibility

Acquires and deepens the branch customer base through a variety of proactive sales and service activities
Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing
Collaborates with ecosystem partners to grow customer's share of wallet
Positions PNC solutions to drive new revenue and customer loyalty
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions
Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
Educates customers on options for managing financial transactions by leveraging technology, tools and resources

What we offer

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid

Fulltime

New

Personal Banker Bilingual Carrollton

In this frontline role, you will build relationships with customers by supportin...

Location

United States , Carrollton

Salary:

Not provided

Wells Fargo

Expiration Date

June 03, 2026

Requirements

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
Ability to work a schedule that will include Saturdays
Must take and pass required language assessment
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date

Job Responsibility

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
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 to meet customer and business goals
Support everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
Deliver accurate, compliant service while exercising sound judgement within defined risk controls
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Fulltime

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Credit Officer - Leverage Finance Underwriting

Citi continues to enhance its business control and governance framework by build...

Location

Brazil , São Paulo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Postgraduate qualification such as MBA (Finance), CA, or CFA preferred
Portuguese & English proficient required
Spanish is preferred
3–5 years of relevant experience in credit, banking, or financial analysis roles
Advanced Excel and modeling proficiency
working knowledge of databases (Bloomberg, Factset, Capital IQ) an advantage
Strong grasp of credit principles, risk ratings, and financial covenants
Advanced experience with the internal Policies, Standards, Procedures, Templates
Strong accounting knowledge
Independent problem-solving and analytical depth

Job Responsibility

Lead preparation of credit notes and valuations using multiple methodologies (DCF, market multiples, precedent transactions, etc.)
Conduct ratio, cash flow, and capital structure analyses to assess creditworthiness
Assess liquidity, debt capacity and other areas of financial and operating performance to evaluate areas of weakness and potential for turnaround, which is measured by setting and monitoring appropriate classification triggers
Monitor operating performance, identify potential red flags, and propose rating actions when needed
Participate in management calls, analyze earnings transcripts, and prepare summary insights
Ensure credit papers adhere to policy standards and contain accurate, well-supported recommendations
Review work of junior analysts for quality and consistency
Collaborate with internal stakeholders on exposure reviews, documentation, and portfolio analytics
Basic understanding of credit agreements, monitoring covenants, etc.
Work closely with other colleagues (Senior Bankers and Senior Credit Officer-level transactors) to remain coordinated on the restructuring/valuation process and assess likely restructuring scenarios

New

Director Private Banker - Colombian Market

Location

United States , Miami

Salary:

200000.00 - 300000.00 USD / Year

Citi

Expiration Date

June 15, 2026

Requirements

10+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Proficiency in Spanish preferred
Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65)
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

medical
dental
vision coverage
401(k)
life insurance
accident insurance
disability insurance
wellness programs
paid time off packages including planned time off (vacation)
unplanned time off (sick leave)

New

Sr. Accountant

We are looking for an experienced Sr. Accountant to support core accounting oper...

Location

United States , Lawrenceville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of accounting experience in a senior-level or closely related accounting role, SAP Experience highly preferred
Demonstrated experience managing month-end close activities in a fast-paced business environment
Strong working knowledge of general ledger accounting and journal entry preparation
Proven ability to complete account reconciliations with a high degree of accuracy and follow-through
Experience performing bank reconciliations and investigating variances independently
Solid understanding of accounting principles and financial reporting fundamentals
High attention to detail, strong organizational skills, and the ability to meet deadlines consistently

Job Responsibility

Lead monthly close activities by preparing schedules, reviewing balances, and ensuring deadlines are met with accuracy
Prepare and post journal entries that properly reflect business activity and support complete financial reporting
Maintain the integrity of the general ledger through ongoing review, analysis, and correction of account activity when needed
Perform detailed account reconciliations and resolve discrepancies in a timely manner to keep records accurate
Complete bank reconciliations by comparing transactions, identifying variances, and following through on outstanding items
Support financial reporting by organizing supporting documentation and confirming account balances are properly stated
Partner with internal stakeholders to gather accounting information, clarify transactions, and improve reporting accuracy

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in 401(k) plan

New

Retail Customer Service Officer

Help us deliver like never before Australia Post is delivering like never before...

Location

Australia , Cardiff

Salary:

28.58 - 30.55 AUD / Hour

Australia Post

Expiration Date

Until further notice

Requirements

Friendly, enthusiastic and reliable
love working in a team environment
ready to put the customer at the centre of everything you do
experience in customer service and/or cash handling
fit to lift up to 16kgs of mail regularly and stand for your shift

Job Responsibility

Performing customer sales and service transactions with customers
Managing high value transactions accurately (handling and processing cash, cheques, credit cards and EFTPOS)
Conducting and processing a number of identity services transactions, including Australian Passport Interviews
Promoting our products and services through up-selling and cross-selling, merchandising and other promotional activities
Assisting customers with mail lodgements and associate costs
Building rewarding relationships with customers by understanding their needs
Assisting with administrative duties such as stocktaking and record maintenance

What we offer

12 weeks on the job paid training
Post Perks

Parttime

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Personal Banker Spanish Required

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