Relationship Banker

3 weeks ago

Leesburg, Virginia, United States Wells Fargo Full time
About the Role

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

Key Responsibilities
  • Participate in building relationships with customers and understand their financial needs
  • Identify opportunities to offer a 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 those needs
  • Provide self-service digital banking options to customers
Requirements
  • 2+ years of customer service experience or equivalent
  • 1+ year of assessing and meeting customer needs or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Desired qualifications include successfully completed FINRA Series 6 and Series 63 examinations, state insurance licenses, and customer service focus with experience handling transactions across multiple systems
What We Offer

As a Relationship Banker at Wells Fargo, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a meaningful impact on our customers' financial lives. We offer a competitive salary, robust benefits package, and programs to support your work-life balance and well-being.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to diversity, equity, and inclusion in the workplace and believe that a diverse and inclusive team is essential to our success.

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