Relationship Banker - Florence, 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 participation in the Branch Banking Licensed Banker licensing program until fully licensed. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role.

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
• Connect customers with appropriate partners or relationship managers to meet their needs
• Work with financial advisors to address the needs of customers with investment or retirement goals
• 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 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)
• FINRA REGISTRATION FOR SERIES 6 AND SERIES 63 (OR FINRA RECOGNIZED EQUIVALENTS) IS REQUIRED FOR THIS ROLE OR MUST BE COMPLETED WITHIN A SPECIFIED PERIOD
• STATE INSURANCE LICENSE(S) ARE REQUIRED FOR THIS ROLE AND MUST BE COMPLETED WITHIN A SPECIFIED PERIOD
• FINRA SERIES 65 (OR EQUIVALENT) EXAMINATION WILL ALSO BE REQUIRED TO BE ATTEMPTED WITHIN A SPECIFIED PERIOD OF TIME IN CERTAIN STATES
• FINRA QUALIFICATIONS AND EXPECTATIONS
• FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) QUALIFICATIONS AND EXPECTATIONS

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 SERIES 65 (OR EQUIVALENT) EXAMINATION WILL ALSO BE REQUIRED TO BE ATTEMPTED WITHIN A SPECIFIED PERIOD OF TIME IN CERTAIN STATES
• THE STATE OF WYOMING PERMITS REFERRAL-ONLY LICENSED BANKERS TO RECEIVE THE IAR REGISTRATION WITHOUT COMPLETING THE SERIES 65/66 EXAM REQUIREMENT
• THE LIST OF STATES IS SUBJECT TO CHANGE AND SERIES 65 (OR EQUIVALENT) LICENSING REQUIREMENT WOULD BE BASED ON CURRENT STATE REQUIREMENTS DURING EMPLOYMENT
• FINRA QUALIFICATIONS AND EXPECTATIONS
• FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) QUALIFICATIONS AND EXPECTATIONS
• FINANCIAL RESPONSIBILITY, CHARACTER, GENERAL FINANCIAL FITNESS, AND CRIMINAL BACKGROUND STANDARDS
• ONGOING REGULATORY REQUIREMENTS INCLUDING ADDITIONAL SCREENING, IF NECESSARY
• APPLICABLE FINANCIAL RESPONSIBILITY AND COMPLIANCE FITNESS REPORT