Bilingual Spanish Personal Banker | Fillmore
$47,840–$64,480 year
On-site · San Francisco, California, United States
Job Summary
Associate Personal Banker (SAFE) to build lasting customer relationships by providing in-branch support for everyday banking needs, including account openings, service requests, and credit applications. The role involves proactive outreach, discovery-driven conversations to understand customer needs, and connecting them with relevant banking products and digital tools to support financial well-being. Responsibilities include cash handling, accurate transaction processing, maintaining compliance and risk controls, collaborating with branch teammates to facilitate handoffs to licensed bankers or specialists, and guiding customers to the right expertise. Requires bilingual Spanish/English communication and comfort with digital banking tools; schedule includes Saturdays; LO/CFPB requirements and credit reporting considerations apply. Posting location: 2100 Fillmore Street, San Francisco, CA 94115, United States.
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
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
- Proficiency with digital tools and technology, with the ability to guide customers in adopting banking capabilities
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