Jobs · Sales · New Jersey

Relationship Banker Raritan Valley District

Wells Fargo · Phillipsburg, NJ · 1 mo ago
Sales$24–$41/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info. We need to parse the posting. Key sections: - About This Role: description of role. Could be "About the role". Use

About the role

then

with

content. - In This Role You Will: list of duties. Could be "Responsibilities". Use

  • . - Required Qualifications: list. Could be "Requirements" or "Qualifications". The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map. We have Required Qualifications (2+ years customer service, etc.) and Desired Qualifications (list). Also Job Expectations (schedule includes most Saturdays). Also Pay Range: $24.00 - $41.00. Benefits list. We also have "Job Expectations: Ability to work a schedule that will include most Saturdays". That's schedule. We have "Pay Range Reflected is the base pay range offered for this position." So Pay. We have Benefits list. We have "Required Qualifications" and "Desired Qualifications". Could combine into Requirements and Qualifications? The headings list both Requirements and Qualifications separate. Might treat Requirements as mandatory (Required Qualifications) and Qualifications as desired (Desired Qualifications). Or maybe Requirements = required, Qualifications = desired. We'll do that. Skills: maybe from desired qualifications like "Proven ability to source, acquire, and deepen relationships..." etc. Could be separate Skills section. But we have many skill-like items in desired qualifications. Could put them under Skills. We need to avoid filler like "commensurate with experience". Not present. We must not include boilerplate like EEO, etc. We must not include application instructions, posting end date, etc. We must preserve all substantive info: role description, responsibilities list, required qualifications, desired qualifications, job expectations (schedule), pay range, benefits list. We need to ensure we don't duplicate content. Let's extract: About the role paragraph: "Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time." That's the about. Responsibilities (In This Role You Will): list bullet points: - Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships - Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments - Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes - Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency. - Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease. - Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes - The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. That last bullet maybe more about role type; but it's part of responsibilities? It's more about role status. Could include as a bullet. Required Qualifications: - 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 Desired Qualifications (maybe Qualifications heading): - Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience - Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments - Experience assessing needs and recommending products and services for consumer and business customers - Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency - Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others - 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments - 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) Job Expectations (Schedule): - Ability to work a schedule that will include most Saturdays Also note: "This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship" These are additional requirements/qualifications. Should we include them under Requirements or Qualifications? They are more like licensing requirements. Could be part of Requirements (mandatory). We'll incorporate them under Requirements maybe as bullet points. Pay: "$24.00 - $41.00" base pay range. Benefits list: Health benefits, 401(k) Plan, Paid time off, Disability benefits, Life insurance, critical illness insurance, and accident insurance, Parental leave, Critical caregiving leave, Discounts and savings, Commuter benefits, Tuition reimbursement, Scholarships for dependent children, Adoption reimbursement. We need to output HTML fragment only. We'll structure:

    About the role

    ... (the about paragraph)

    Responsibilities

    • ...
    • ...

    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
    • This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe.
    • For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
    • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66.
    • Requirements may change based on current state regulations.
    • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
    • This role also requires meeting enhanced financial fitness and criminal background standards.
    • Wells Fargo will begin the FINRA review process once an offer is accepted.
    • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.
    • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
    • A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
    • This position is not eligible for Visa sponsorship.

    Qualifications

    • Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
    • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
    • Experience assessing needs and recommending products and services for consumer and business customers
    • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
    • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
    • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
    • 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)

    Skills

    Maybe we could combine some of

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