Relationship Banker Bridgeport Lancaster PA

2 days ago

Lancaster, Pennsylvania, United States Quality Talent Group Full time
About the Job

We are seeking a skilled Relationship Banker to join our team in Bridgeport, Lancaster, PA. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, identifying opportunities to offer a range of retail banking deposit and credit products and services, and providing exceptional customer service.

Key Responsibilities:
  • Participate in building relationships with customers and understand their needs
  • Identify opportunities to offer a range of retail banking deposit and credit products and services
  • Analyze business challenges and develop solutions to meet customer needs
  • Present recommendations to resolve customer inquiries and service requests
  • Open and service accounts within authorized limits
  • 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 solutions
  • Provide self-service digital banking options to customers
Requirements:
  • 2+ years of customer service experience
  • 1+ year of assessing and meeting customer needs
  • 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
  • Successfully completed FINRA Series 6 and Series 63 examinations
  • 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
  • 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
Job Expectations:
  • 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 FINRA recognized equivalents) is required for this role or must be completed within a specified period
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
  • This position requires SAFE registration at the time of employment
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • A current credit report will be used to assess your financial responsibility and credit fitness
  • This position is not eligible for Visa sponsorship

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