Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Opa Locka

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker as part of the Consumer, Small & Business Banking division. The role involves customer relationship building and providing financial services solutions. The candidate will handle customer inquiries, open and manage accounts, and connect customers with appropriate financial solutions.

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
analyze tactical business challenges related to banking experience
present recommendations for resolving inquiries and service requests
open and service accounts
provide follow-up and scheduled contact with customers
provide information to internal partners and external sources
identify opportunities to connect customers with the appropriate partner or relationship manager
partner with financial advisors to address investment needs
provide self-service digital banking options to customers.

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting the needs of customers
1+ year of building and maintaining effective relationships with customers and partners
successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
state Insurance license(s)
customer service focus
proficient with proactively sourcing, acquiring, building, and maintaining relationships
strong verbal, written, and interpersonal communication skills
knowledge of book of business processes
ability to make client calls
knowledge of retail compliance controls, risk management, and loss prevention
high motivation
experience mentoring and peer-coaching
experience assessing customer needs
knowledge of financial services consumer lending products
ability to educate and connect customers to technology
ability to follow policies, procedures, and regulations.

Nice to have:

knowledge of financial services consumer lending products
experience mentoring and peer-coaching
ability to educate and connect customers to technology.

What we offer:

Competitive salary
robust benefits package
work-life balance programs
well-being support programs.

Additional Information:

Job Posted:
July 18, 2025

Expiration:
July 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker