Relationship Banker - Baldwin County, AL

About the role

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. This role is 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).

Responsibilities

• Build relationships with customers and understand their needs.
• Identify opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and services.
• Analyze business challenges and present recommendations for resolving inquiries and service requests.
• Open and service accounts within authorized limits, create follow-up plans, and connect with customers.
• Provide information to internal partners and external sources to enhance the customer experience.
• Partner with financial advisors to address the needs of customers with investment or retirement needs.
• Offer self-service digital banking options to customers.
• Work with customers to leverage partners and connect them with the appropriate relationship managers.
• Engage in client calls and participate in the sales development process.
• Use business acumen to provide financial services consultation to small business customers.
• Educate customers on the value of mobile banking options.
• Interact with integrity and professionalism with customers and employees.

Requirements

• 2+ years of customer service experience, or equivalent demonstrated through work, training, military experience, or 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.

Desired Qualifications

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
• Sufficient state insurance licenses to meet local requirements.
• A customer service focus with experience handling transactions across multiple systems.
• Proactive sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• Strong verbal, written, and interpersonal communication skills.
• 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 be proactive, innovative, and creative in meeting customer and enterprise needs.
• Ability to make client calls and actively participate in the sales development process.
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
• Ability to follow policies, procedures, and regulations.
• High motivation with ability to successfully meet team objectives while maintaining individual performance.
• Experience mentoring and peer-coaching.
• Experience assessing customer needs and recommending products/services to fulfill those needs.
• Experience using business acumen to provide financial services consultation to small business customers.
• Knowledge and understanding of financial services consumer lending products.
• Ability to educate and connect customers to technology and share the value of mobile banking options.
• Ability to interact with integrity and professionalism with customers and employees.