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Relationship Banker LP: Building Strong Customer Relationships

2 months ago

Nashville, Tennessee, United States Wells Fargo Full time
About this Role

Wells Fargo is seeking a Relationship Banker LP to join our National Branch Network as part of the Consumer, Small & Business Banking division.

Key Responsibilities
  • Build and maintain strong relationships with customers to understand their needs and provide tailored solutions.
  • Identify opportunities to offer a range of Wells Fargo retail banking deposit and credit products and services to customers.
  • Analyze business challenges and develop strategic plans to meet customer needs.
  • Present recommendations to resolve 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.
  • Partner with financial advisors to understand customer needs and provide introductions to address those 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, 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.
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 (determined by the number of licenses needed) 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.
  • Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
  • 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; however, a credit score is not included as part of the evaluation.