Relationship Banker - Prattville, 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). This is a temporary position until the employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

Responsibilities

• Participate in building relationships with customers and spend time understanding required needs.
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers.
• Present recommendations for resolving inquiries and service requests regarding customers' accounts.
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers.
• Provide information to internal partners and external sources to further enhance the customer experience.
• Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.
• Provide self-service digital banking options to customers.
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.

Requirements

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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.

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.
• State Insurance license(s).
• Customer service focus with experience handling transactions across multiple systems.
• Profoundly proficient with proactively 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.
• 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.
• The ability to educate and connect customers to technology and share the value of mobile banking options.
• The ability to interact with integrity and professionalism with customers and employees.

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.
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY.
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
• The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) 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.
• Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
• Applicants With Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
• Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
• Wells Fargo Recruitment And Hiring Requirements Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.