Relationship Banker

1 week ago

Peekskill, New York, 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 key member of our Consumer, Small & Business Banking division, you will play a critical role in building and maintaining strong relationships with our customers.

Key Responsibilities
  • Participate in building relationships with customers and understand their 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 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
  • Desired qualifications include successfully completed FINRA Series 6 and Series 63 examinations, state insurance licenses, and proficiency in sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Benefits

Wells Fargo offers a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

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