Relationship Banker
1 week ago
Wells Fargo is seeking a skilled Banking Professional to join our team as a Relationship Banker. In this role, you will have the opportunity to build meaningful relationships with customers and help them achieve their financial goals.
Key Responsibilities- Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized solutions.
- Product and Service Offerings: Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services to customers.
- Business Development: Analyze business challenges and develop strategies to grow the business and meet customer needs.
- 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 maintain a strong understanding of risk management and loss prevention.
- Customer Service Experience: 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Assessment and 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.
- 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) are 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.
- Competitive Compensation: Competitive salaries and generous benefits package.
- Professional Development: Opportunities for professional growth and development.
- Diverse and Inclusive Work Environment: A diverse and inclusive work environment that values and respects all employees.
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Relationship Banker
2 weeks ago
Durham, North Carolina, United States Wells Fargo Full timeJob Summary:We are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing them with personalized financial solutions and services.Key Responsibilities:Participate in the Branch Banking Licensed Banker licensing...
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