Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Albuquerque

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker to participate in building relationships with customers, identify opportunities for offering banking products and services, analyze business challenges, and provide excellent customer service. The position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

Job Responsibility:

Participate in building relationships with customers and spend time understanding required needs
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
Present recommendations for resolving inquiries and service requests regarding customers' accounts
Open and service accounts within authorized limits, and create plans for follow-up and scheduled contacts with customers
Provide information to internal partners and external sources to further enhance the customer experience
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: 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) are required for this role and must be completed within a specified period of time determined by the required number of licenses to be obtained and will be communicated to the candidate upon offer acceptance

Additional Information:

Job Posted:
May 02, 2025

Expiration:
May 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker

Wells Fargo

Location:United States, Albuquerque

Category:Banking

Contract Type:Not provided