Wells Fargo Jobs – Relationship Banker

Website Wells Fargo
Job Description:
Wells Fargo is seeking a Relationship Banker (SAFE)…
Job Responsibilities:
- Provide information to internal partners and external sources to further enhance the customer experience
- Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers’ needs
- Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
- Open and service accounts within authorized limits, and exercise independent judgment while creating plans for follow-up and scheduled contacts with customers
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
- Participate in building relationships with customers and spend time understanding required needs
- Present recommendations for resolving inquiries and service requests regarding customers’ accounts
Job Requirements:
- Successfully completed Financial Industry Regulatory Authority FINRA Series 7 and Series 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- Ability to be proactive, innovative and creative in meeting customer and enterprise needs
- Ability to interact with integrity and professionalism with customers and employees
- State Life Insurance license(s)
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Ability to make client calls and actively participate in the sales development process
- Knowledge and understanding of book of business
- Ability to follow policies, procedures, and regulations
- Knowledge and understanding of financial services consumer lending products
- High motivation with ability to successfully meet team objectives while maintaining individual performance
Qualification & Experience:
- Experience using strong business acumen to provide financial services consultation to small business customers
- Customer service focus with experience handling complex transactions across multiple systems
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Experience mentoring and peer-coaching others
- Experience assessing customer needs and recommending products/services to fulfill those needs
Job Details:
Company: Wells Fargo
Vacancy Type: Full Time
Job Location: Washington, NC, US
Application Deadline: N/A
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