Relationship Banker Cottonwood Creek

About the role

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network within the Consumer Banking and Lending division. This role involves building relationships with customers, identifying product/service opportunities, and providing account management and customer service.

Responsibilities

• Build relationships with customers and understand their needs
• Identify and present opportunities for offering a full range of Wells Fargo retail banking 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 for customers with investment or retirement needs
• Offer self-service digital banking options to customers
• Engage in customer calls and participate in the sales development process
• Work with financial advisors to understand customer needs and recommend appropriate products
• Use business acumen to provide financial services consultation to small business customers
• Educate customers on the value of mobile banking options
• Interact with customers and colleagues with integrity and professionalism

Requirements

• 2+ years of customer service experience or equivalent demonstrated through work, training, military experience, or education
• 1+ year of assessing and meeting customer needs 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
• Successfully completed 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 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