Wells Fargo
Financial Services
RelationshipBanker
“Relationship Banker at Wells Fargo. Skills: Relationship management, Customer acquisition, Financial planning. Acquire customer relationships. Manage customer relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Improve engagement; Improve service efficiency; Reinforce trust; Reinforce ease; Support control outcomes
Industry & Context.
Issue resolution
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, 1+ year financial services experience, FINRA Series 6 and 63, State Insurance license(s)
What You'll Do.
Acquire customer relationships
Manage customer relationships
Grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver banking strategies
Deliver credit strategies
Strengthen customer relationships
Increase customer retention
Drive balanced growth
Partner with professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Take ownership of opportunities
Convert opportunities to outcomes
Champion digital adoption
Educate customers on digital options
Resolve account inquiries
Handle service requests
Demonstrate risk excellence
Complete documentation accurately
Exercise sound judgment
Escalate issues timely
Adhere to 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; Clear communication; Empathetic listening
Applying for this Relationship Banker role?
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