Wells Fargo
Financial Services
RelationshipBanker(SAFE)
“Relationship Banker (SAFE) at Wells Fargo. Skills: Relationship management, Customer acquisition, Financial solutions. Acquire, manage, 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; Risk assessment
Work Saturdays, Obtain FINRA licenses, Maintain FINRA licenses
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 recommending products, 1+ year financial services experience, FINRA Series 6 and 63, State Insurance license(s)
What You'll Do.
grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver banking and credit strategies
Strengthen relationships
Drive balanced growth
Partner with professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Convert opportunities
Champion digital adoption
Educate customers on digital options
Resolve account inquiries
Handle service requests
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
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 communication; Empathetic listening
Applying for this Relationship Banker (SAFE) role?
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