Wells Fargo
Financial Services
RelationshipBanker
“Relationship Banker at Wells Fargo. Skills: Relationship building, Sales, Customer service. Build relationships with customers. Understand customer needs”
Industry & Context.
Issue resolution
SAFE Mortgage Licensing Act compliance, Loan Originator requirements compliance, Acceptable background investigation, Meet credit report standards
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
FINRA Series 6 and 63, State Insurance license(s), Customer service focus, Proactively sourcing customers, Book of business processes, Mentoring and peer-coaching, Financial services consultation, Consumer lending products knowledge, Mobile banking options education
What You'll Do.
Build relationships with customers
Understand customer needs
Offer retail banking products
Offer credit products
Offer deposit products
Analyze business challenges
Present recommendations
Resolve service requests
Create follow-up plans
Schedule customer contacts
Provide information to partners
Connect customer with partners
Connect customer with relationship manager
Partner with financial advisors
Provide digital banking options
How You'll Work.
Team & Collaboration
Internal partners; External sources; Financial advisors
Communication Scope
Interpersonal communication
Applying for this Relationship Banker role?
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