Relationship Banker 17th and Holmes
4 weeks ago
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.
- 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.
- 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.
- 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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