Relationship Banker

1 month ago

Houston, United States Wells Fargo Full time

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

**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 holidays and weekends
- 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
- State Insurance license(s) are required for this role and must be completed within a specified period
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. 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
- Individuals in Loan Origin

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