Relationship Banker - Birmingham-Alabaster, 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 registration and will transition to the Relationship Banker (SAFE) role after successful 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 maintain customer contacts
• Provide information to internal partners and external sources to enhance the customer experience
• Partner with financial advisors to introduce appropriate products and services for customers with investment or retirement needs
• Offer self-service digital banking options to customers
• Work flexible schedules, including Saturdays

Requirements

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

Desired Qualifications

• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents)
• State Insurance licenses
• 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 manage customers' needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and 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 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

Job Expectations

• Ability to work a schedule that may include most Saturdays
• 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
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• State Insurance licenses are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• This position requires SAFE registration at the time of employment
• The Nationwide Mortgage Licensing System (NMLS) web site provides the MU4R questions and registration required for employment in this position
• Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities
• 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
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship