Relationship Banker
2 weeks ago
Wells Fargo is seeking a Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with customers, understanding their financial needs, and providing tailored solutions to meet those needs.
Key Responsibilities- Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial goals and objectives.
- Financial Needs Assessment: Assess customers' financial needs and provide recommendations for products and services that meet those needs.
- Product and Service Offerings: Identify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and services to customers.
- Account Management: Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers.
- Collaboration and Communication: Partner with internal teams, such as financial advisors, to understand customers' investment and retirement needs.
- Compliance and Risk Management: Ensure compliance with regulatory requirements, including the SAFE Mortgage Licensing Act of 2008, and maintain a strong understanding of risk management principles.
- Customer Service Experience: 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Financial Industry Knowledge: 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
- Relationship Building: 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.
- Business Acumen: 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.
- Competitive Compensation: A competitive salary and bonus structure.
- Benefits Package: A comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, and more.
- Opportunities for Growth: Opportunities for professional growth and development, including training and education programs.
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Relationship Banker
3 days ago
Peekskill, New York, United States Wells Fargo Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesParticipate in building relationships with...
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Relationship Banker
5 days ago
Peekskill, New York, United States Wells Fargo Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesParticipate in building relationships with...
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Relationship Banker
17 hours ago
Peekskill, New York, United States WELLS FARGO BANK Full time{"title": "Relationship Banker", "description": "Job SummaryWells Fargo is seeking a 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 relationships with customers, understanding their needs, and providing them with...
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Relationship Banker
1 week ago
Peekskill, New York, United States Wells Fargo Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in building and maintaining strong relationships with our customers.Key ResponsibilitiesParticipate in building relationships with customers and understand their...
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Teller Part Time- Peekskill Branch
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Peekskill, New York, United States WELLS FARGO BANK Full timeAbout Wells FargoAt Wells Fargo, we believe that a meaningful career is more than just a job. It's about finding all the elements that help you thrive, in one place. Our company culture is built on a foundation of teamwork, innovation, and a commitment to making a positive impact in the communities we serve.About the RoleWe are seeking a Teller to join our...
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Teller Part Time- Peekskill Branch
2 days ago
Peekskill, New York, United States Quality Talent Group Full timeAbout This RoleWe are seeking a skilled Teller to join our Consumer, Small & Business Banking division in our National Branch Network. As a Teller, you will play a vital role in providing exceptional customer service and financial expertise to our clients.Key ResponsibilitiesSupport customer engagement by processing transactions, sharing digital solutions,...