Current jobs related to Relationship Banker - Indio, California - Wells Fargo
-
Roving Personal Banker Bilingual Desert Valley
2 weeks ago
Indio, California, United States Wells Fargo Full timeAs a Roving Personal Banker Bilingual Desert Valley, 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. Your flexibility and adaptability to changing priorities and new surroundings will be essential in meeting the needs of our customers....
Relationship Banker
2 months ago
About the Role:
Wells Fargo is seeking a skilled Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with customers, understanding their financial needs, and providing personalized solutions to meet those needs.
Key Responsibilities:
- Participate in building relationships with customers and understand their financial needs
- Identify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and services
- Analyze business challenges related to full-service banking experience for emerging affluent and high-value customers
- Present recommendations for resolving customer inquiries and service requests
- 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 enhance the customer experience
- Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager
- Partner with financial advisors to understand customer needs and provide introductions to address those needs
- Provide self-service digital banking options to customers
Requirements:
- 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents)
- 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
- 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 customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
Benefits:
- Competitive salary
- Robust benefits package
- Programs to support work-life balance and well-being
- Opportunities for career growth and development
- Recognition and rewards for outstanding performance