Relationship Banker

1 month ago

New York, New York, United States Wells Fargo Full time
About this role:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

The Relationship Banker (SAFE) will be responsible for building relationships with customers, identifying opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, and analyzing tactical business challenges related to full-service banking experience to emerging affluent and high-value customers.

The ideal candidate will have 2+ years of customer service experience, 1+ year of assessing and meeting the needs of customers or helping with issue resolution, and 1+ year of building and maintaining effective relationships with customers and partners.

The Relationship Banker (SAFE) will also be responsible for participating in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE) and transitioning to the Relationship Banker (SAFE) role upon successful completion of licensing requirements.

Key Responsibilities:

  • Build relationships with customers and understand their needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • 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 further enhance the customer experience
  • Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers

Requirements:

  • 2+ years of customer service experience
  • 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
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents)
  • 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 customers 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

Posting End Date: 18 Oct 2024

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