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Job Summary: We are seeking a skilled Relationship Banker to join our team at Quality Talent Group. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with customers, understanding their financial needs, and providing personalized banking solutions.
Key Responsibilities:- Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial needs and goals.
- Financial Needs Assessment: Assess customers' financial situations, identify areas for improvement, and provide personalized banking solutions.
- Product and Service Recommendations: Offer and recommend Wells Fargo retail banking deposit and credit products and services to customers based on their needs.
- Account Management: Open and service customer accounts, create plans for follow-up and scheduled contacts, and provide information to internal partners and external sources to enhance the customer experience.
- Partnership and Collaboration: Partner with financial advisors to understand customers' investment and retirement needs, and provide self-service digital banking options to customers.
- Customer Service Experience: 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Assessment and Meeting Customer Needs: 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
- Relationship Building and Maintenance: 1+ year of building and maintaining effective relationships with customers and partners.
- FINRA Registration: 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: State Insurance license(s) are required for this role and must be completed within a specified period.
- Customer Service Focus: Customer service focus with experience handling transactions across multiple systems.
- Proactive Relationship Building: Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Strong Communication Skills: Strong verbal, written, and interpersonal communication skills.
- Book of Business Management: 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.
- Regulatory Compliance: Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
- Teamwork and Motivation: Ability to be proactive, innovative, and creative in meeting customer and enterprise needs, and high motivation with ability to successfully meet team objectives while maintaining individual performance.
