Wells Fargo
Financial Services
RelationshipBanker,SpringForestBranch
“Relationship Banker, Spring Forest Branch at Wells Fargo. Skills: Customer relationship management, Financial advising, Sales. 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
Meet enhanced financial fitness standards, Meet criminal background standards, Credit report review, Additional ongoing screening
What They're Looking For.
Must Have
2+ years of customer service experience, 1+ year of assessing customer needs, 1+ year of 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, 1+ year of 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 strategies
Deliver tailored credit strategies
Deliver tailored investment strategies
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
Resolve 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; Partners across Home Lending; Partners across Business Banking
Communication Scope
Discovery conversations; Proactive outreach
Applying for this Relationship Banker, Spring Forest Branch role?
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