Relationship Banker

3 weeks ago


Lake Worth, Florida, United States WELLS FARGO BANK Full time
Job Description

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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