Branch Relationship Banker LP Westlake

15 hours ago

Austin, Texas, United States Quality Talent Group Full time
Job Description

At Quality Talent Group, we're seeking a talented Relationship Banker LP to join our team. As a Relationship Banker LP, you'll play a key role in building strong relationships with our customers, understanding their needs, and providing tailored solutions to meet their financial goals.

About the Role:

  • You'll work closely with customers to understand their financial needs and provide personalized advice and guidance.
  • You'll identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs.
  • You'll analyze business challenges related to full-service banking experience to emerging affluent and high-value customers.
  • You'll present recommendations for resolving inquiries and service requests regarding customers' accounts.
  • You'll open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers.
  • You'll provide information to internal partners and external sources to further enhance the customer experience.
  • You'll identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
  • You'll partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.
  • You'll 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.

Desired 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.

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 or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
  • State Insurance license(s) are required for this role and must be completed within a specified period.
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site provides the MU4R questions and registration required for employment in this position.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • This position is not eligible for Visa sponsorship.

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