Wells Fargo

Financial Services

RelationshipBanker

$0–0k Parsippany, New Jersey, United States FULL TIME
The Brief

“Relationship Banker at Wells Fargo. Skills: Customer relationship management, Financial planning, Sales. Acquire, manage, and grow customer relationships. Lead discovery conversations”

What You'll Achieve.

Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Elevate engagement; Elevate service efficiency

Industry & Context.

Financial Services
Problems you'll solve

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 needs, 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

Deliver banking and credit strategies

Partner with professionals

Deliver integrated solutions

Coordinate warm introductions

Convert qualified opportunities

Champion digital adoption

Educate customers on self-service

Resolve account inquiries

Demonstrate risk excellence

Complete licensing and SAFE requirements

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 expectations; Customer education

Free ATS check

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