Wells Fargo
Financial Services
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker at Wells Fargo. Skills: Relationship management, Sales, Customer service. Build relationships with customers. Understand customer needs”
Industry & Context.
Work Saturdays, SAFE registration, Loan Originator requirements
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 Series 63, State Insurance license(s), Customer service focus, Proactively sourcing customers, Verbal, written, and interpersonal skills, Book of business knowledge, Proactive, innovative, and creative, Make client calls, Sales development process participation, Retail compliance controls knowledge, Risk management knowledge, Loss prevention knowledge, Follow policies, procedures, and regulations, High motivation, Meet team objectives, Maintain individual performance, Experience mentoring, Experience peer-coaching, Assess customer needs, Recommend products/services, Business acumen, Financial services consultation, Financial services consumer lending knowledge, Educate customer to technology, Share mobile banking value, Interact with integrity, Interact with professionalism
What You'll Do.
Build relationships with customers
Understand customer needs
Offer retail banking products
Offer credit products
Offer banking services
Analyze business challenges
Present recommendations for inquiries
Present recommendations for service requests
Create plans for follow-up
Create plans for scheduled contacts
Provide information to internal partners
Provide information to external sources
Connect customer with appropriate partner
Connect customer with relationship manager
Partner with financial advisors
Provide self-service digital banking options
How You'll Work.
Team & Collaboration
Internal partners; External sources; Financial advisors
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Full Job Description
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In this role you will:** * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs *
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