High-Performing Banking Relationship Manager
7 days ago
About this role:
We are seeking a seasoned Banking Relationship Manager to join our team at Wells Fargo Bank. As a key member of our banking operations, you will be responsible for acquiring new affluent consumer and small business customers, deepening existing relationships, and providing exceptional customer service.
Key Responsibilities:
- Proactively identify and acquire new customer opportunities through outreach and pre-planned appointments
- Analyze complex customer concerns and develop creative solutions to meet their financial needs
- Evaluate and advise customers on various banking options and services
- Maintain in-depth knowledge of Wells Fargo's banking products and services
- Develop and implement customized plans to meet customers' financial goals and objectives
Requirements:
- 4+ years of experience in customer-facing roles, preferably in banking or finance
- Successful completion of FINRA Series 6 and 63 examinations (or equivalent)
- State Insurance license(s) required for immediate registration
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
What We Offer:
- A competitive salary range of $80,000 - $120,000 per year, depending on experience
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
- The chance to make a real impact in the lives of our customers
Estimated Salary: $95,000/year
We are an equal opportunity employer committed to diversity and inclusion. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.
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