Wells Fargo
Financial Services
RelationshipBanker
“Relationship Banker at Wells Fargo. Skills: Relationship management, Customer acquisition, Financial solutions. Acquire, manage, and grow customer relationships. Lead discovery conversations”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Increase engagement; Increase service efficiency; Reinforce trust; Reinforce ease; Support control outcomes
Industry & Context.
Issue resolution
Meet financial fitness standards, Meet criminal background standards, Meet LO/CFPB requirements, Comply with policies
What They're Looking For.
Must Have
2+ years customer service experience, 1+ year assessing customer needs, 1+ year building customer relationships
Nice to Have
Proven ability to source relationships, Book of business management knowledge, Experience assessing consumer needs, Experience assessing business needs, Demonstrated ability to communicate clearly, Demonstrated ability to listen with empathy, Demonstrated ability to build credibility, Demonstrated ability to build trust, 1+ year financial services experience, FINRA Series 6 and 63 examinations, State Insurance license(s)
What You'll Do.
and grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver tailored banking strategies
Deliver tailored credit strategies
Strengthen customer relationships
Increase customer retention
Drive balanced growth
Partner with team professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Take ownership to convert opportunities
Champion digital adoption
Educate customers on self-service
Educate customers on mobile banking
Resolve account inquiries
Resolve service requests
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
Adhere to policies and regulations
How You'll Work.
Team & Collaboration
Collaborative branch environment; Partnering with colleagues; Partners across Wealth; Partners across Home Lending; Partners across Business Banking
Communication Scope
Discovery conversations; Proactive outreach
Applying for this Relationship Banker role?
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