Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Relationship Banker image - Rise Careers
Job details

Relationship Banker - job 3 of 3

Job Summary:Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building and maintaining strong customer relationships, providing a full range of retail banking products and services, and ensuring a high level of customer satisfaction. The Relationship Banker will also participate in a licensing program, transitioning to a fully licensed banker upon completion.Responsibilities:• Participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE)• Build and maintain relationships with customers, understanding their financial needs• Identify opportunities to offer Wells Fargo retail banking deposit and credit products and services• Resolve inquiries and service requests regarding customer accounts• Open and service accounts within authorized limits, including follow-up and scheduled contacts with customers• Provide information to internal partners and external sources to enhance customer experience• Leverage partners to connect customers with appropriate financial products and services• Partner with financial advisors to address investment or retirement needs of customers• Promote self-service digital banking options to customers• Ensure compliance with the SAFE Mortgage Licensing Act of 2008 and related regulationsQualifications and Experience:• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education• 1+ year of assessing and meeting customer needs, demonstrated through work or military experience• 1+ year of building and maintaining effective relationships with customers and partners• Basic Microsoft Office skills• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) is a plus• State Insurance license(s) preferred• Strong verbal, written, and interpersonal communication skills• Knowledge and understanding of retail compliance controls, risk management, and loss preventionBenefits:• Competitive salary• Robust benefits package including health, dental, and vision insurance• Programs to support work-life balance and well-being• Opportunities for professional growth and career advancement• Support for community investment and volunteer activities• Diversity, equity, and inclusion programsSalary:• Competitive salary commensurate with experience and qualificationsAbout Company:Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of small businesses in the U.S. We provide a diversified set of banking, investment, and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. Wells Fargo is consistently recognized for our commitment to creating an inclusive environment and our support for the communities we serve. Join us and be part of a company that values your contributions and helps you grow both personally and professionally
Wells Fargo Glassdoor Company Review
3.6 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Wells Fargo DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Wells Fargo
Wells Fargo CEO photo
Charlie Scharf
Approve of CEO

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S. Wells Fargo is No. 47 on Fortu...

191 jobs
MATCH
Calculating your matching score...
BADGES
Badge Diversity ChampionBadge Future MakerBadge Global CitizenBadge InnovatorBadge Work&Life BalanceBadge Rapid Growth
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
August 30, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Company
FloQast Remote London, England
Posted last month
Inclusive & Diverse
Empathetic
Feedback Forward
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Dental Insurance
Flexible Spending Account (FSA)
Vision Insurance
Disability Insurance
Family Medical Leave
Paid Holidays
Medical Insurance
Learning & Development
Employee Resource Groups
Company
Posted 12 days ago
Company
Posted last month