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Relationship Banker LP

2 months ago

Fort Lauderdale, Florida, United States Wells Fargo Full time
About This Role

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

Key Responsibilities
  • Customer Relationship Building: Develop and maintain relationships with customers, understanding their needs and providing tailored solutions to meet their financial goals.
  • Product and Service Offerings: Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services to customers, based on their needs.
  • Business Development: Analyze business challenges and develop strategies to grow the business and increase customer engagement.
  • Account Management: Open and service 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 Loan Originator (LO) qualification requirements.
Requirements
  • Customer Service Experience: 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Assessment and Meeting Customer Needs: 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
  • Relationship Building and Maintenance: 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.
What We Offer

As a Relationship Banker LP at Wells Fargo, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. You will also have access to ongoing training and development opportunities to help you grow your career.