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Branch Relationship Banker LP Far West

2 months ago

Austin, Texas, United States Quality Talent Group Full time
Job Title: Branch Relationship Banker LP Far West

We are seeking a highly skilled Branch Relationship Banker LP to join our team in the National Branch Network. As a key member of our Consumer, Small & Business Banking division, you will be responsible for building and maintaining relationships with customers, identifying opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, and providing exceptional customer service.

About the Role:

This is a temporary position for employees who are not fully licensed at the time of hire. Upon successful completion of licensing requirements, employees will transition to the Relationship Banker (SAFE) role. As a Relationship Banker LP, you will participate in building relationships with customers, spend time understanding their needs, and identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services.

Key Responsibilities:
  • Participate in building relationships with customers and spend time understanding their required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • 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 further enhance the customer experience
  • Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
Requirements:
  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners
Preferred Qualifications:
  • 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(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • 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
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
What We Offer:

We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We are recognized for our commitment to diversity, equity, and inclusion, and we welcome applications from all qualified candidates.

We are an equal opportunity employer and welcome applications from all qualified candidates, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.