Wells Fargo
Financial Services
RelationshipBanker
“Relationship Banker at Wells Fargo. Skills: Relationship management, Customer acquisition, Financial services. Acquire customer relationships. Manage customer relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Elevate engagement; Elevate service efficiency
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, Knowledge of book of business management, Experience assessing consumer needs, Experience assessing business needs, Demonstrated ability to communicate clearly, Demonstrated ability to listen with empathy, Demonstrated ability to build credibility, Demonstrated ability to build trust, 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 qualified opportunities
Champion digital adoption
Educate customers on digital options
Resolve account inquiries
Handle service requests
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
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
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