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Posted a month ago
Relationship Banker
Wells FargoRelationship Banker
Requirements
2+ years customer service experience, 1+ year assessing customer needs, 1+ year relationship management, Ability to work Saturdays
Skills
Bankingcustomer serviceFinance
About the role
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.
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Wells Fargo · Wasilla
