Senior Relationship Manager

Job Summary of Senior Relationship Manager:The financial institution, Wells Fargo, is currently seeking a Senior Branch Premier Banker (SAFE) to work in their prestigious Consumer and Small Business Banking branch of their Branch Banking division. The major duties that the job entails are to maintain a profound understanding of the financial needs of high net-worth clients, offer qualified financial counsel, and ensure that the institution remains in compliance with applicable laws and regulations.Job Duties and Responsibilities of Senior Relationship Manager:• Acquiring and retaining affluent customers and small business owners requires a proactive approach. Initiate contact with these individuals and schedule appointments to demonstrate your commitment to building long-lasting relationships.• Effectively examine and resolve customer issues by applying appropriate protocols that are tailored to the specific situation.• Draw attention to the significant banking concerns or enterprise hazards that require in-depth examination for strategic decision-making.• Make recommendations to customers on appropriate financial options and services for their individual needs.• A deep comprehension of Wells Fargo's banking, credit, and investment options is necessary to better assist clients.• Leverage your expertise in the areas of business banking, mortgage, retirement, and investment services to provide clients with a wide range of options and recommendations.• Businesses can mitigate potential risks by following established protocols, procedures, and controls and ensuring compliance with relevant laws and regulations.• Utilize data analysis to create tailored financial strategies for clients.• Cultivate stronger bonds with colleagues in branches, affluent patrons, and collaborators to amplify customer satisfaction and sustainability.• Demonstrate independent thinking when handling client relationships, conducting regular reviews, and modifying recommendations as needed.• Demonstrate your leadership skills as an active participant in the branch team, guiding your colleagues on relationship development and client management.• Enhance your licensing profile by exploring the possibility of obtaining additional licenses, such as Series 7 and Series 66.Qualifications and Experience of Senior Relationship Manager:• Individuals who apply must have at least four years' experience of working directly with customers or show the same level of expertise through their professional background, education, or military service.• I have garnered valuable know-how in fostering and managing fruitful interactions with customers and associates throughout my tenure.• A seasoned advisor who can boast of more than three years of experience in recommending products and services to interested customers.• The financial services industry is multi-faceted, with experts in areas such as consumer finance, mortgage lending, investment banking, brokerage, and private banking.• Offering a wide range of financial services and product recommendations that cater to a diverse clientele, including retirement planning, estate planning, college savings plans, and debt management.• If you have cleared the FINRA Series 6 and 63 exams (or recognized equivalents), it will give you an edge over other applicants.• The individual hired must have a State Insurance license or the ability to obtain one promptly.• A registered financial services job history is desirable.• Superb grasp of verbal, written, and interpersonal communication skills.• Comprehending and following the detailed processes and procedures necessary for branch banking compliance controls, risk management, and loss prevention is crucial to preventing financial loss.• The aptitude to impart knowledge and understanding regarding digital banking options and technology to customers.• Empowering small business proprietors with financial information rooted in business expertise.Benefits of Senior Relationship Manager:• A salary structure that offers bonuses and other attractive incentives to deserving candidates.• 401(k) Plan• Paid Time Off• Parental Leave• Critical Caregiving Leave• Health Benefits• Commuter Benefits• Tuition Reimbursement• Adoption Reimbursement• Discounts and Savings• Scholarship Programs Ensuring Access to Education for Dependents of College-Going ParentsAbout Company:At Wells Fargo, we are proud to offer our employees a complete and comprehensive benefits package that supports their overall well-being, both personally and professionally. From healthcare coverage to retirement savings programs, we provide the resources and support needed to help employees succeed and thrive. Our commitment to excellence is further reflected in our recognition on the LinkedIn Top Companies List, which identifies us as a top employer in the U.S