Relationship Banker

2 weeks ago


Rochester, Minnesota, United States Wells Fargo Full time
About this Role

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

Key Responsibilities
  • Participate in building relationships with customers and understand their financial needs
  • Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services
  • Analyze business challenges and develop plans to address them
  • Present recommendations to resolve customer inquiries and service requests
  • Open and service accounts within authorized limits
  • Provide information to internal partners and external sources to enhance the customer experience
Requirements
  • Current registrations for FINRA Series 7 and Series 66 (or equivalent) are required
  • 2+ years of customer service experience or equivalent
  • 1+ year of assessing and meeting customer needs or issue resolution experience
  • 2+ years of financial industry experience
  • 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications
  • Successfully completed FINRA Series 7 and Series 66 examinations (or FINRA recognized equivalents)
  • State Life Insurance license(s)
  • Customer service focus with experience handling complex transactions
  • Proficient in sourcing, acquiring, building, and maintaining relationships with customers and colleagues
What We Offer

At Wells Fargo, we value diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates and offer a range of benefits and opportunities for growth and development.


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