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Relationship Banker

2 months ago

Elk River, Minnesota, United States Quality Talent Group Full time
About This Role

We are seeking a skilled Relationship Banker to join our National Branch Network team in Consumer and Small Business Banking. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their needs, and providing tailored solutions to meet their financial goals.

Key Responsibilities
  • Participate in building relationships with customers and understand their required 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 their financial goals
  • Provide self-service digital banking options to customers
Requirements
  • 2+ years of customer service experience or equivalent
  • 1+ year of assessing and meeting customer needs or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
Preferred Qualifications
  • FINRA Series 6 and Series 63 examinations or recognized equivalents
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of customers
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs