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; Elevate engagement; Elevate service efficiency
Industry & Context.
Issue resolution
Work Saturdays, FINRA licenses required, State licenses required
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, Knowledge of book of business management, Experience assessing consumer needs, Experience assessing business needs, 1+ year financial services experience, FINRA Series 6 and Series 63, State Insurance license(s)
What You'll Do.
and grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver tailored banking strategies
Strengthen customer relationships
Increase customer retention
Drive balanced growth
Partner with professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Take personal ownership
Convert qualified opportunities
Champion digital adoption
Educate customers on self-service
Educate customers on mobile banking
Resolve account inquiries
Handle service requests
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; Meaningful discovery conversations; Clear communication; Empathetic listening
Applying for this Relationship Banker role?
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