Job Board Submissions Title:
Relationship Banker - Hull Street Road

Post Date
12/8/2022

Expiration Date
12/17/2022

Details:
Why Wells Fargo:
This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S. At Wells Fargo, we support employees’ career aspirations and growth. We’re proud of our employee-welfare-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees. Our customers invest with us, we invest in you. Apply today.
About the Program – Our Investment In YOU:
From day 1, Wells Fargo provides 100% paid training in the Relationship Banker Program. The goal of achieving the licensing to springboard your career is in your reach. We pay you while you study, provide you the space and resources to do so, cover the cost of the courses and have facilitators to help track your progress and help you along the way. When you complete this process, you’re ready to start the rewarding and satisfying role of a Relationship Banker. Are you seeking a rewarding, long-term career for a Globally recognized leader in Finance? Does this program sound like what you’ve been looking for? If so, APPLY NOW. Some additional, detailed information about the role is below.
In this role you will:
•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 employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
•Participate in building relationships with customers and spend time understanding required needs
•Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers\' 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 customer 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. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below


Qualifications:
Required Qualifications:
•2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or 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:
•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
•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
•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 customer to technology and share the value of mobile banking options
•Ability to interact with integrity and professionalism with customers and employees



Comments:
Please visit our career page at https://www.wellsfargojobs.com/ and apply to job Id # R-230170

Employer:
Wells Fargo
Contact:
Lisa Schaeffer

Email:
Lisa.E.Schaeffer@Wellsfargo.com

Website:
https://www.wellsfargojobs.com/