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Website Wells Fargo
Job Description:
Primarily participates in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to Br Relationship Banker role.
Job Responsibilities:
- Builds relationships with customers by asking questions to learn about their financial needs, understanding customers life events and goals; and share how Wells Fargo can help by following up through proactive outreach, and appointments
- Conducts needs based conversations to identify credit, deposit and investment needs of customers
- Serves consumer and small business customers by proactively engaging customers to understand and help with their current and future financial needs
- Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
- Builds relationships with branch employees and partners by working together to best serve customers
- Works with partners to deliver exceptional customer experience, acquire, deepen, and retain relationships, and help customers succeed financially
- Serves as a leader in managing risk; understanding and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
- Grows a book of business through proactive outreach
Job Requirements:
- Knowledge and understanding of book of business
- State Life Insurance license(s)
- 1+ year of experience building and maintaining effective relationships with customers and partners
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Customer service focus with experience handling complex transactions across multiple systems
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- 2+ years of financial services experience
- 1+ year of experience offering products and services to customers based on their needs
- 1+ year of experience assessing and meeting the needs of customers and/or helping with issue resolution demonstrated through work or military experience
- Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)
Job Details:
Company: Wells Fargo
Vacancy Type: Full Time
Job Location: Orlando, FL, US
Application Deadline: N/A
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