Relationship Banker LP San Dimas Main

7 days ago


Hot Springs National Park, Arkansas, United States Quality Talent Group Full time
About the Job

We are seeking a skilled Relationship Banker LP San Dimas Main to join our team at Wells Fargo. As a key member of our National Branch Network, you will play a critical role in building relationships with customers and providing them with exceptional service.

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 and provide 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
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
Preferred Qualifications
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
What We Offer

As a Relationship Banker LP San Dimas Main at Wells Fargo, you will have the opportunity to work in a dynamic and supportive environment. We offer a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, and more.



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