Banking and Financial Services Relationship Manager

3 weeks ago


Hales Corners, Wisconsin, United States WELLS FARGO BANK Full time

Job Summary

We are seeking a Senior Premier Banker to join our team at Wells Fargo Bank. As a key member of our Consumer and Small Business Banking group, you will be responsible for acquiring new affluent consumer and small business customers, and deepening existing relationships.

About This Role

In this role, you will proactively outreach to new customers and deepen existing relationships through pre-planned appointments. You will review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols. Additionally, you will escalate banking related issues or business risks that require an in-depth evaluation, and advise customers on various aspects of recommended and available financial options and services.

Key Responsibilities

  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships
  • Review and analyze moderately complex customer concerns for possible resolution
  • Escalate banking related issues or business risks that require an in-depth evaluation
  • Advise customers on various aspects of recommended and available financial options and services
  • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
  • Identify client needs and goals for business, mortgage, retirement, and investment services

Requirements

  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • Experience recommending products and services
  • Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking

Benefits

This is a great opportunity to grow your career and work with a leading financial institution. We offer a competitive salary of $85,000 - $110,000 per year, as well as a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

Why Choose Us

Wells Fargo is a diverse and inclusive company that values its employees and provides opportunities for growth and development. We believe in creating a workplace where everyone feels valued, respected, and empowered to succeed.



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