Wells Fargo
Financial Services
RelationshipBanker(SAFE)
“Relationship Banker (SAFE) at Wells Fargo. Skills: Relationship management, Sales, Customer service. Acquire, manage, and grow customer relationships. Lead discovery conversations”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction, engagement, and service efficiency; Support control outcomes
Industry & Context.
Issue resolution
Meet enhanced financial fitness standards, Meet criminal background standards, FINRA registration required, Loan Originator requirements, Comply with CFPB requirements, Credit report review
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, acquire, and deepen relationships, Knowledge of book of business management, Experience assessing needs and recommending products, Demonstrated ability to communicate clearly and confidently, 1+ year financial services experience, Successfully completed FINRA Series 6 and 63 examinations, State Insurance license(s)
What You'll Do.
and grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver tailored banking and credit strategies
Strengthen relationships
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
and service efficiency
Resolve account inquiries
Handle service requests
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
Adhere to policies and regulations
How You'll Work.
Team & Collaboration
Collaborative branch environment; Partnering with colleagues; Partners across Wealth, Home Lending, and Business Banking
Communication Scope
Discovery conversations; Presentations
Applying for this Relationship Banker (SAFE) role?
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