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. The position requires SAFE Mortgage Licensing Act of 2008 compliance and completion of licensing requirements.

Responsibilities

• Build relationships with customers and understand their needs
• Identify and present opportunities for offering 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 customers with appropriate partners or relationship managers
• Work with financial advisors to address customers' investment or retirement needs
• Provide information to internal partners and external sources to enhance the customer experience
• Offer self-service digital banking options to customers
• Offer mortgage-related services and products

Requirements

• 2+ years of customer service experience or equivalent
• 1+ year of assessing and meeting customer needs or helping with issue resolution
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications

• SUCCESSFULLY COMPLETED FINRA SERIES 6 AND SERIES 63 EXAMINATIONS (OR FINRA RECOGNIZED EQUIVALENTS)
• FINRA REGISTRATION FOR THIS ROLE OR MUST BE COMPLETED WITHIN A SPECIFIED PERIOD
• STATE INSURANCE LICENSE(S)
• CUSTOMER SERVICE FOCUS WITH EXPERIENCE HANDLING TRANSACTIONS ACROSS MULTIPLE SYSTEMS
• PROFESSIONAL COMMUNICATION SKILLS
• KNOWLEDGE OF RETAIL COMPLIANCE CONTROLS, RISK MANAGEMENT, AND LOSS PREVENTION
• ABILITY TO WORK A SCHEDULE THAT MAY INCLUDE MOST SATURDAYS
• FINRA QUALIFICATIONS AND FINANCIAL FITNESS REQUIREMENTS
• STATE INSURANCE LICENSE(S) REQUIRED FOR EMPLOYMENT
• SAFE REGISTRATION AT THE TIME OF EMPLOYMENT
• FINRA SERIES 65 (OR EQUIVALENT) EXAMINATION REQUIRED TO BE ATTEMPTED WITHIN A SPECIFIED PERIOD

Job Expectations

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
• FINRA qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• Consumer Financial Protection Bureau qualification requirements and compliance with related Wells Fargo policies
• Meeting enhanced financial fitness and criminal background standards
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• A current credit report will be used to assess financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation