Relationship Banker

1 month ago

New York, New York, United States Wells Fargo Full time
About this role:

Wells Fargo is seeking a Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker, 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 information to internal partners and external sources to further enhance the customer experience.

Key responsibilities:
  • Participate in building relationships with customers and spend time understanding 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 customer 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

  • Relationship Banker

    4 weeks ago

    New York, New York, United States Five Star Bank Full time

    Job SummaryWe are seeking a highly motivated and experienced Relationship Banker to join our team at Five Star Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing them with expert advice and guidance on our financial products and services.Key ResponsibilitiesDevelop and...

  • Relationship Banker

    1 month ago

    New York, New York, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.The Relationship Banker (SAFE) will be responsible for building relationships with customers, identifying opportunities for offering a full range of Wells Fargo retail banking deposit and credit...

  • Relationship Banker

    4 weeks ago

    New York, New York, United States Pioneer Savings Bank Full time

    Job SummaryThe Relationship Banker will be responsible for establishing and deepening client relationships by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. This includes delivering quality customer service, consultatively recommending bank products and services, and collaborating with business partners to...

  • Relationship Banker

    1 month ago

    New York, New York, United States Bank of America Full time

    Job Summary:We are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Your key responsibilities will include accurately...

  • Relationship Banker

    1 month ago

    New York, New York, United States M&T Bank Full time

    Job Summary:As a Relationship Banker at M&T Bank, you will play a key role in identifying customers' needs and providing proactive sales solutions. You will specialize in our branch customer experience, managing lobby interactions, servicing, and sales for retail and business customers.Key Responsibilities:Identify financial needs of customers and present...

  • Relationship Banker

    1 month ago

    New York, New York, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their needs, and providing solutions to meet those needs.You will also be...

  • Relationship Banker

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique financial needs.Key...

  • Citizens Relationship Banker

    4 weeks ago

    New York, New York, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled and customer-focused Citizens Relationship Banker to join our team. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.Key ResponsibilitiesDevelop...

  • Relationship Banker

    1 month ago

    New York, New York, United States Wells Fargo Full time

    About this RoleWells Fargo is seeking a Relationship Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division.Key ResponsibilitiesBuild relationships with customers and understand their needsIdentify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and servicesAnalyze...

  • Banking Center Relationship Banker 2

    4 weeks ago

    New York, New York, United States Webster Bank Full time

    At Webster Bank, we're passionate about serving our clients and supporting our communities. As a leading commercial bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.The role of Banking Center Relationship Banker 2 is a key position in our organization, responsible...

  • Corporate Banker

    4 weeks ago

    New York, New York, United States Crédit Agricole S.A. Full time

    Job SummaryWe are seeking a highly motivated and client-oriented Corporate Banker to join our team in New York. As a key member of our Client Coverage Group, you will work closely with Senior Bankers to cover client and prospect relationships, manage client portfolios, and originate new business opportunities.Key ResponsibilitiesAssist Senior Bankers in...

  • Strategic Associate Banker

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The role of the Associate Banker SAFE Act at Citigroup Inc. is a strategic position that requires staying up-to-date with industry developments and contributing to the directional strategy by considering their application in their job and the business.As a recognized technical authority for an area within the business, the Associate Banker SAFE Act requires...

  • Relationship Banker

    4 weeks ago

    New York, New York, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building relationships with customers, understanding their needs, and providing tailored solutions to meet their financial goals.Key responsibilities:Participate in building...

  • UHNW Associate Banker

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Associate Banker is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the...

  • Senior Corporate Banker

    4 weeks ago

    New York, New York, United States Crédit Agricole CIB Limited Full time

    Job SummaryWe are seeking a highly motivated and client-oriented Corporate Finance Specialist to join our team in New York. The ideal candidate will have a strong background in corporate finance and banking, with excellent interpersonal skills and experience in managing client relationships.Key ResponsibilitiesAssist senior bankers in managing client...

  • Relationship Banker

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: Banking Relationship SpecialistJob Summary:We are seeking a Banking Relationship Specialist to join our team at Bank of America. As a Banking Relationship Specialist, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking,...

  • VP Associate Banker

    4 weeks ago

    New York, New York, United States Crédit Agricole S.A. Full time

    Job DescriptionAbout Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size. With 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East...

  • Private Banker

    4 weeks ago

    New York, New York, United States IDB Full time

    Job SummaryWe are seeking a highly skilled Private Banker to join our team at IDB Bank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business opportunities with high net worth...

  • Universal Banker

    4 weeks ago

    New York, New York, United States PCSB Bank Full time

    Job SummaryPCSB Bank is seeking a highly skilled and customer-focused Universal Banker to join our team. As a key member of our branch team, you will be responsible for providing exceptional customer service, building relationships, and promoting our products and services.Key ResponsibilitiesProvide excellent customer service and support to our customers,...

  • Citi Global Wealth Private Banker

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    About the RoleCiti Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions and advice.Key ResponsibilitiesIdentify and pursue new...