Relationship Banker 17th and Holmes

4 weeks ago


Idaho Falls, Idaho, United States Quality Talent Group Full time
About the Job

We are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in building and maintaining strong relationships with our customers.

Key Responsibilities:
  • Build and maintain relationships with customers, understanding their needs and providing tailored solutions.
  • Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services to customers.
  • Analyze business challenges and develop strategies to meet the needs of emerging affluent and high-value customers.
  • Present recommendations to resolve customer inquiries and service requests.
  • 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 enhance the customer experience.
  • Partner with financial advisors to understand customer needs and provide introductions to address investment or retirement needs.
  • Provide self-service digital banking options to customers.
Requirements:
  • 2+ years of customer service experience or equivalent.
  • 1+ year of assessing and meeting customer needs or issue resolution.
  • 1+ year of building and maintaining effective relationships with customers and partners.
Preferred Qualifications:
  • FINRA Series 6 and Series 63 examinations (or recognized equivalents).
  • State Insurance license(s).
  • Customer service focus with experience handling transactions across multiple systems.
  • Strong verbal, written, and interpersonal communication skills.
  • Knowledge and understanding of book of business processes.
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs.
  • Ability to make client calls and participate in sales development.
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
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 recognized equivalents) is required.


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