Client Relationship Associate

Job Summary of Client Relationship Associate:The Consumer, Small & Business Banking division of Wells Fargo is in search of an Associate Personal Banker (SAFE) to supplement their National Branch Network team. This position requires the candidate to use proactive communication to develop connections with customers and propose appropriate financial products, services, and digital solutions to promote customer financial well-being.Job Duties and Responsibilities of Client Relationship Associate:• Provide an exceptional customer experience by actively reaching out and creating bonds with clients• Attend to the needs of customers related to opening new accounts, completing service requests, and submitting credit applications in a helpful manner• By understanding customers' banking needs, the bank can offer them personalized recommendations, such as savings accounts with better interest rates, credit cards with lower interest rates, or loans with flexible repayment options• Displaying genuine interest in the needs and concerns of your customers is critical to building a strong and lasting connection• When it comes to managing a business, banks have a variety of products and services to meet both large and small business needs. Some of the most common business banking products include commercial loans, business lines of credit, and cash management solutions. Additionally, many banks also offer specialized accounts, such as merchant services and payroll processing• Transmit clients' monetary requisites to other reputable associates and partners when necessary• Follow the instructions given by managers while exercising your own discretion according to predefined policies and protocols• Performing the duties attached to the SAFE position, which involves communicating with customers about dwelling-focused deals and accepting applications, requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and other relevant guidelinesQualifications and Experience of Client Relationship Associate:• A requirement for this position is six months worth of customer interaction experience, or a demonstration of similar expertise through prior work, military experience, or education• Using exceptional communication skills and technical knowledge, this role excels at handling complex transactions across multiple systems whilst providing the highest level of customer support• Engaging with customers proactively via phone or email allows businesses to build stronger relationships with their customers, fostering loyalty, and creating opportunities for long-term growth• The proficiency to educate and connect customers with digital advancements while highlighting the benefits of using mobile banking alternatives• The ability to help clients attain their financial objectives by initiating contacts with the suitable members of the team• Through collaboration, I have discovered that communicating effectively increases productivity and facilitates effective customer service• My approach to customer relationships is centered around being a trusted advisor, collaborating closely with customers to uncover their needs, and delivering exceptional value• The capacity to cultivate strong working relationships with internal stakeholders is a critical factor in fostering cooperation and teamwork• Following policies, procedures, and regulations can help individuals build their reputation as reliable and trustworthy employees, leading to better job opportunities• The ability to identify accounts with potential fraud risk and apply necessary protocols to prevent any potential loss• One's proficiency to interact with integrity and professionalism while dealing with both clients and team members is indicative of their credibility• My extensive military background has given me a strong sense of discipline, professionalism, and focus, which I bring to every aspect of my work. I am confident in my ability to deliver results that meet or exceed the expectations of my colleagues and superiors• Military experience that can translate to civilian work includes expertise in administering personnel benefits, processing personnel orders and transitions, implementing wartime readiness programs, overseeing human resources functions, or recruiting qualified military candidates• Capable of skillfully sourcing, obtaining, constructing, and retaining relationships with coworkers and customers• Successfully resolving complaints and concerns can lead to increased customer and employee satisfaction and retentionBenefits of Client Relationship Associate:• Competitive salary• Robust benefits package• Offering employee assistance programs and access to mental health services can support employees in difficult times and help them maintain a healthy work-life balance• Rewards can entice businesses or individuals to make community investment decisions that they might have otherwise overlooked or dismissed• Companies that prioritize employee development and career growth tend to have more engaged employees, a stronger team dynamic, and are often able to attract and retain top talentSalary:The pay we provide is commensurate with your background, qualifications, and competitive abilities.About Wells Fargo:At Wells Fargo, we recognize that our employees are unique individuals with diverse passions, interests and lifestyles. And we believe that by supporting their individuality, we can create a thriving workplace culture that benefits everyone.