Wednesday , February 19 2025

Wells Fargo Careers – Relationship Banker

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

Apply Here

vacanciesforyou.net