Relationship Banker
3 weeks ago
At Wells Fargo, we're seeking a skilled Relationship Banker to join our team. As a key member of our Consumer, Small & Business Banking division, you'll play a vital role in building strong relationships with our customers and helping them achieve their financial goals.
About the Role:
We're looking for a talented individual who can assess and meet the needs of our customers, identify opportunities to offer a range of retail banking deposit and credit products and services, and provide exceptional customer service.
Key Responsibilities:
- Build and maintain strong relationships with customers, understanding their needs and preferences
- Identify opportunities to offer a range of retail banking deposit and credit products and services
- Analyze business challenges and develop solutions to meet customer needs
- Provide information to internal partners and external sources to enhance the customer experience
- Partner with financial advisors to understand customer needs and provide solutions
- 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 equivalent
- 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
- 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
- Strong verbal, written, and interpersonal communication skills
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role
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