Relationship Banker

Responsibilities

• Build and maintain strong relationships with customers to understand their financial needs
• Identify opportunities to offer retail banking deposit and credit products and services
• Analyze business challenges and provide recommendations for resolving customer inquiries
• Open and service accounts within authorized limits and create follow-up plans
• Partner with financial advisors to address customer investment or retirement needs
• Educate customers on self-service digital banking options
• Ensure compliance with the SAFE Mortgage Licensing Act and all related banking regulations

Requirements

• 2+ years of customer service experience
• 1+ year of experience assessing and meeting customer needs or resolving issues
• 1+ year of experience building and maintaining effective relationships with customers and partners
• Ability to work a schedule that includes Saturdays
• Ability to obtain and maintain required FINRA and state insurance licenses

Preferred Qualifications

• Successfully completed FINRA Series 6 and Series 63 examinations
• Possession of a State Insurance license
• Experience handling transactions across multiple systems
• Strong verbal, written, and interpersonal communication skills
• Knowledge of retail compliance controls, risk management, and loss prevention

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Consumer Banking and Lending.