Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Maricopa

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until licensing requirements are successfully completed.

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, 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 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
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)
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Ability to educate and connect customer to technology and share the value of mobile banking options
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services to fulfill those needs
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required, or must be completed within a specified period
Licensing requirements and expected completion timeline will be communicated upon offer acceptance
This position requires SAFE registration at the time of employment
State Insurance license(s) are required
Ability to work a schedule that may include most Saturdays

Nice to have:

Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
Customer service focus with experience handling transactions across multiple systems
Strong verbal, written, and interpersonal communication skills
High motivation with ability to successfully meet team objectives while maintaining individual performance
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

What we offer:

Competitive salary
Robust benefits package
Programs to support work-life balance and well-being
Work-life balance
Empowerment to grow
Recognition for community investment

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Relationship Banker