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Relationship Banker

2 months ago

Milwaukee, Wisconsin, United States Quality Talent Group Full time
About the Job

We are seeking a skilled Relationship Banker to join our team at Quality Talent Group. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities:
  • Build and maintain relationships with customers to understand their financial needs and provide personalized solutions.
  • Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services to customers.
  • Analyze business challenges related to full-service banking experience for emerging affluent and high-value customers.
  • Present recommendations for resolving 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.
  • Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.
  • Provide self-service digital banking options to customers.
Requirements:
  • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
  • 1+ year of building and maintaining effective relationships with customers and partners.
Preferred Qualifications:
  • 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(s).
  • Customer service focus with experience handling transactions across multiple systems.
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Strong verbal, written, and interpersonal communication skills.
  • 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.
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs.
  • Ability to make client calls and actively participate in the sales development process.
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
  • Ability to follow policies, procedures, and regulations.
  • High motivation with ability to successfully meet team objectives while maintaining individual performance.
  • Experience mentoring and peer-coaching.
  • Experience assessing customer needs and recommending products/services to fulfill those needs.
  • Experience using business acumen to provide financial services consultation to small business customers.
  • Knowledge and understanding of financial services consumer lending products.
  • Ability to educate and connect customer to technology and share the value of mobile banking options.
  • Ability to interact with integrity and professionalism with customers and employees.