Relationship Banker LP: Building Strong Customer Relationships
1 week ago
About the Role:
Wells Fargo is seeking a Relationship Banker LP to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Relationship Banker LP, you will play a critical role in building strong customer relationships and providing exceptional customer service.
Key Responsibilities:
- Participate in building relationships with customers and understand their needs
- Identify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and services
- 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
- Partner with financial advisors to understand customer needs and provide introductions to address their 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
- 1+ year of building and maintaining effective relationships with customers and partners
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents)
- 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
- 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 customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
What We Offer:
- A competitive salary and robust benefits package
- Opportunities for career growth and professional development
- A supportive and inclusive work environment
- Recognition and rewards for outstanding performance
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