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Relationship Banker LP: Building Strong Customer Relationships

2 months ago

Minneapolis, Minnesota, United States Wells Fargo Full time
About This Role

At Wells Fargo, we're committed to helping our customers achieve their financial goals. As a Relationship Banker LP, you'll play a critical role in building strong relationships with our customers and helping them navigate their financial journeys.

Key Responsibilities
  • Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized solutions to meet those needs.
  • Product and Service Offerings: Identify opportunities to offer our customers a full range of retail banking deposit and credit products and services, based on their needs.
  • Business Development: Analyze business challenges and identify opportunities to grow our business through strategic partnerships and customer relationships.
  • Account Management: Open and service customer accounts within authorized limits, create plans for follow-up and scheduled contacts with customers.
  • Compliance and Risk Management: Ensure compliance with regulatory requirements and risk management policies, including SAFE registration and ongoing employment requirements.
Requirements
  • Customer Service Experience: 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Assessment and Issue Resolution: 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
  • Relationship Building: 1+ year of building and maintaining effective relationships with customers and partners.
Desired Qualifications
  • FINRA Registration: 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: State Insurance license(s) required for this role and must be completed within a specified period.
  • Business Acumen: 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.
  • Communication Skills: Strong verbal, written, and interpersonal communication skills.