CrawlJobs Logo

Relationship Banker University Place

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Orem

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.

Job Responsibility:

  • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
  • Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Nice to have:

  • Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
  • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
  • Experience assessing needs and recommending products and services for consumer and business customers
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
  • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)

Additional Information:

Job Posted:
May 15, 2026

Expiration:
May 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Relationship Banker University Place

New

Stylist - Dog Groomer

Love pets? Love grooming? Join our team. At Pets at Home, pets are at the heart ...
Location
Location
United Kingdom , Stevenage
Salary
Salary:
13.10 GBP / Hour
https://www.petsathomejobs.com Logo
Pets at Home
Expiration Date
May 05, 2036
Flip Icon
Requirements
Requirements
  • Grooming qualification or working toward one
  • customer-focused
  • flexible
  • great team player
Job Responsibility
Job Responsibility
  • Deliver high-quality grooms with care and precision
  • building great relationships with pet owners
  • making sure every pet looks and feels their best
What we offer
What we offer
  • Competitive pay plus commission
  • 28 days holiday rising to 33 after 2 years
  • extra day off for your birthday
  • life assurance (4x salary)
  • 4% company pension contribution
  • 20% colleague discount (30% off own brand)
  • Fulltime
Read More
Arrow Right
New

Technical Product Lead

I am working with a well established automotive client who is urgently looking f...
Location
Location
United Kingdom , Stafford
Salary
Salary:
50000.00 - 60000.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
May 27, 2026
Flip Icon
Requirements
Requirements
  • Previous experience within Automotive, Manufacturing, or IIoT is highly desirable, particularly an understanding of industry-specific compliance and safety standards
  • Prior experience with automotive products such as Diagnostic Software or Parts Catalogues
  • Prior experience of managing parts of a catalogue
  • Comfortable discussing security protocols, patching cycles, and system monitoring (KPIs like incident response and time-to-patch matter to you)
  • You have deep experience in backlog grooming, sprint planning, and navigating the trade-offs between scope, time, and quality
Job Responsibility
Job Responsibility
  • Craft a compelling strategy that aligns our software's commercial goals with high-tier security standards and business objectives
  • Move beyond simple feature lists. You'll prioritise security patches, monitoring enhancements, and scalability alongside market-driven innovations
  • Turn intricate stakeholder needs and security requirements into actionable, high-quality user stories and acceptance criteria for our development squads
  • Act as the 'voice of the customer,' ensuring every release is commercially
  • Use real-world telemetry and monitoring data to iterate on the product, identifying trends before they become issues
  • Fulltime
Read More
Arrow Right
New

Store Colleague

Store Colleague Are you passionate about pets and providing exceptional custome...
Location
Location
United Kingdom , Barrow-in-Furness
Salary
Salary:
12.71 GBP / Hour
https://www.petsathomejobs.com Logo
Pets at Home
Expiration Date
May 08, 2036
Flip Icon
Requirements
Requirements
  • Outstanding Customer Service: Capable of providing personalised and attentive service, ensuring every customer feels appreciated and understood
  • Strong Communication Skills: Proficient in verbal and written communication to effectively engage with customers and clearly convey information
  • Effective Problem-Solving: Skilled in addressing customer questions and resolving issues quickly and efficiently
  • Eagerness to Learn: A keen interest in ongoing learning and professional development
  • Target Focus: Recognises the importance of setting and achieving targets in a retail setting to enhance business performance
  • Teamworking: Understands the significance of collaboration and teamwork in providing excellent customer service and reaching Pet Care Centre goals
  • Flexibility, Flexible to work shifts that may include evenings, weekend and some bank holidays
Job Responsibility
Job Responsibility
  • Exceeding customer expectations
  • upholding top pet care standards
  • ensuring excellent operations
  • building strong customer relationships
  • enhancing their experience with us
What we offer
What we offer
  • Attractive rates of pay
  • Paid holidays
  • Additional leave for birthdays
  • and special occasions
  • 20% colleague discount in Stores
  • Discretional annual bonus scheme
  • Access to other discounts and benefits
  • Opportunity to do charity work in your local community
  • Career progression
  • Parttime
Read More
Arrow Right
New

Governance Administrator

Are you an organised and detail-oriented professional looking for an exciting op...
Location
Location
United Kingdom , Guildford
Salary
Salary:
28190.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A-level standard of education
  • Administrative experience in a fast-paced environment, ideally within a charity or public sector organisation
  • Excellent written and oral communication skills
  • Strong organisational skills with the ability to manage interconnected processes
  • Proficient in Microsoft 365, especially MS Teams
  • High integrity and discretion in handling confidential information
  • A willingness to work occasional evenings and Saturdays as needed
Job Responsibility
Job Responsibility
  • Coordinate and maintain forward planners for meetings
  • Collaborate with the Head of Governance and Operations to draft agendas and liaise with key stakeholders
  • Manage logistical details, including venue bookings, invitations, and technology requirements, ensuring everything runs smoothly
  • Commission and review presentations/papers, ensuring quality and alignment to templates
  • Attend meetings to provide logistical support and take minutes, ensuring timely distribution and accuracy
  • Maintain accurate records of declarations and registers of interest of Trustees and members
  • Support governance functions such as recording conflicts of interest and updating skills matrices
  • Ensure compliance with GDPR requirements and data security protocols
  • Provide administrative support for various governance projects as needed
  • Uphold the organisation's policies and procedures, including safeguarding and health & safety
What we offer
What we offer
  • Be part of a dynamic team dedicated to fostering effective governance
  • Enjoy a supportive work environment where your contributions will make a real difference
  • Gain valuable experience in governance and operations within a respected organisation
  • Fulltime
Read More
Arrow Right
New

Delivery Manager

Are you a high-impact Transformation & Delivery Manager ready to shape the futur...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
May 27, 2026
Flip Icon
Requirements
Requirements
  • A FS Specialist: You have a proven track record of delivery within financial services, investment management, or private markets.
  • Qualified Expert: You hold a 2:1 degree (or equivalent) and are certified in PRINCE2, APM, PMP, or Agile.
  • Problem Solver: You thrive in the "grey areas," breaking down complex challenges into clear, actionable steps.
  • Tech Savvy: You are comfortable using tools like Jira, Confluence, and MS Project to keep delivery on track.
Job Responsibility
Job Responsibility
  • Own the Roadmap: Lead the day-to-day delivery of critical investment transformation projects from discovery through to operational readiness.
  • Master the Controls: Maintain gold-standard governance, managing project plans and RAID logs with precision.
  • Collaborate & Influence: Work alongside Change Analysts, Architects, and Senior Stakeholders to ensure every deliverable aligns with business outcomes.
  • Drive Procurement: Support the selection and implementation of cutting-edge technology vendors.
Read More
Arrow Right
New

Carpet and Flooring Fitter

The role of a resort Carpet and Flooring fitter is to install and repair various...
Location
Location
United Kingdom , Minehead
Salary
Salary:
Not provided
butlins.com Logo
Butlin's
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • NVQ level 2 in floorcovering occupations (Construction)
  • Strong fault-finding and problem-solving skills
  • Ability to work independently and prioritise workload
  • Good communication and teamwork skills
  • Flexible approach to working hours and operational demands
Job Responsibility
Job Responsibility
  • Accurately measure and estimate materials required to complete task
  • Ensuring area is prepared, remove old materials, clean, level and repair sub floors
  • Lay underlay where required, cut, stretch and secure flooring using grippers, adhesives, tacks
  • All material laid are in line with Brand Standards
  • Ensure all tasks are carried out ensuring H&S requirements are meet
  • Risk assessments are reviewed and adhered to
  • Regular safety inspections are carried out
  • Support incident response when required
  • Support operational teams with repair needs for day to day tasks
  • Ensure tools, materials and parts are available and stock levels maintained
  • Fulltime
Read More
Arrow Right
New

Senior Salesforce Developer (Service Cloud & Financial Services Cloud)

We are seeking a highly skilled Senior Salesforce Developer with strong expertis...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
valtech.com Logo
Valtech
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of hands-on experience as a Salesforce Developer
  • Strong expertise in Service Cloud (Case Management, Omni-Channel, Service Console, Knowledge, Service Cloud Voice)
  • Experience working with Financial Services Cloud data model – including Person Accounts, Householding, Financial Accounts, and Relationship Groups
  • Proficiency in Apex, LWC, Visualforce, Triggers, SOQL, SOSL, and Salesforce APIs (REST, SOAP, Bulk, Streaming)
  • Experience with Declarative tools (Flows, OmniScripts, Process Builder)
  • Familiarity with Salesforce Integration Patterns (middleware, API-led, event-driven)
  • Experience in DevOps/CI-CD tools (Gearset, Copado, Git, Jenkins)
  • Understanding of Financial Services industry processes such as customer onboarding, servicing, dispute management, KYC, and compliance
  • Knowledge of banking, insurance, or wealth management operations is a strong plus
  • Strong problem-solving and analytical skills
Job Responsibility
Job Responsibility
  • Design, build, and customize Salesforce Service Cloud applications within the Financial Services Cloud instance
  • Develop and optimize Case Management, Service Console, Knowledge Base, Omni Channel Routing, and Service Cloud Voice features
  • Leverage FSC industry-specific data models (Households, Financial Accounts, Relationships, Client Data, etc.) to implement solutions that meet client needs
  • Build and maintain Lightning Web Components (LWC), Apex Classes, Triggers, Batch Jobs, and Integration Services
  • Create reusable technical components and ensure adherence to coding best practices
  • Work with FSC data structures (e.g., Person Accounts, Financial Accounts, Client Profiles) and customize to support service processes
  • Develop API-based integrations with core banking, insurance, wealth management, and third-party systems
  • Ensure data consistency, compliance, and security across service workflows
  • Implement workflow automation, Omni Scripts, and Flows for case resolution, service processes, and customer onboarding
  • Enable Einstein Bots, Service Analytics, and AI-powered recommendations where required
What we offer
What we offer
  • Flexibility, with remote and hybrid work options (country-dependent)
  • Career advancement, with international mobility and professional development programs
  • Learning and development, with access to cutting-edge tools, training and industry experts
  • Fulltime
Read More
Arrow Right
New

In-Business Risk 1LOD Specialist 5

An individual in Enterprise Risk Management plays a critical role in managing th...
Location
Location
United States , O'Fallon
Salary
Salary:
46600.00 - 60800.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
May 20, 2026
Flip Icon
Requirements
Requirements
  • 2-4 years relevant experience
  • Comprehensive understanding of governance frameworks, control principles and risk methodologies
  • Thorough understanding of the firm's Code of Conduct, Plan of Supervision, and relevant policies
  • Strong understanding of audit processes, compliance, and regulations
  • Advanced knowledge of control processes
  • able to develop and implement effective monitoring for exceptions/breaches
  • In-depth understanding of risk assessment methodologies
  • able to conduct assessments and develop mitigation strategies
  • Actively monitors regulatory changes and updates knowledge/skills
  • Able to independently apply compliance policies and communicate effectively across levels
Job Responsibility
Job Responsibility
  • Independently performs risk and control assessments, developing and implementing risk mitigation recommendations with minimal supervision
  • Takes ownership in addressing audit, compliance, and regulatory findings
  • Leads remediation efforts and the quarterly audit process, driving procedural implementation and change management within the team
  • Spearheads the enhancement and automation of control processes, proactively monitoring for exceptions and breaches, and independently escalating issues to senior management
  • Champions strong governance, controls, and a culture of responsible finance within the team, leading the implementation and enforcement of the Control Framework
  • Evaluates risks within the team's scope, ensuring rigorous compliance with regulations, promptly reporting control issues, thoroughly identifying root causes, and developing and implementing effective corrective actions
  • Proactively stays updated on risk and control assessment practices, acting as a subject matter expert and sharing knowledge and insights with team members to elevate overall understanding and performance
  • Leads innovative risk analysis initiatives, ensures timely and accurate risk reporting, develops comprehensive communication materials, and leads risk management training efforts, focusing on risks pertinent to team activities
  • Drives governance coordination, facilitates MCA risk assessments, ensures strict adherence to policy guidelines, independently manages responses to risk events, and fully integrates risk and control responsibilities within business units
  • Leads efforts to enhance control capabilities, develops and implements interim tools, designs and implements comprehensive monitoring solutions, and applies deep business insights to support the implementation of robust control processes, collaborating with stakeholders for firm protection and continuous process improvements
What we offer
What we offer
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages (planned time off (vacation), unplanned time off (sick leave), and paid holidays)
  • Discretionary and formulaic incentive and retention awards
  • Fulltime
!
Read More
Arrow Right