Relationship Banker LP

Wells Fargo is seeking a skilled Banking Relationship Manager to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a key member of our team, you will be responsible for building and maintaining strong relationships with customers, identifying opportunities to offer a range of banking products and services, and providing exceptional customer service.

• Build and maintain relationships with customers, understanding their needs and preferences
• Identify opportunities to offer a range of banking products and services, including deposit and credit products
• Analyze business challenges and develop solutions to meet customer needs
• Present recommendations to customers and provide information to internal partners to enhance the customer experience
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide self-service digital banking options to customers
• Partner with financial advisors to understand customer needs and provide introductions to address those needs

• 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 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 customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees