Monday , February 6 2023

Wells Fargo Job Openings – Relationship Banker

Website Wells Fargo

Job Description:

Consumer and Small Business Banking (CSBB) provides financial services to 21 million retail bank households and three million small business customers through approximately 4,900 retail branches, 17 customer service centers, and approximately 13,000 ATMs in 36 states and the District of Columbia. We serve and help individuals and families in many aspects of their lives, helping them buy homes, open first bank and savings accounts, buy cars to get to and from work or school, and start or grow small businesses. CSBB is focused on innovating and transforming with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose. As an industry leader in many consumer and small business areas – including retail deposits, debit card transaction and purchase volume, and small business lending – our primary goal is delivering for our customers.


Job Responsibilities:

Primarily participates in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to Br Relationship Banker role.

  • Grows a book of business through proactive outreach
  • Conducts needs based conversations to identify credit, deposit and investment needs of customers
  • Builds relationships with branch employees and partners by working together to best serve customers
  • Serves consumer and small business customers by proactively engaging customers to understand and help with their current and future financial needs
  • Works with partners to deliver exceptional customer experience, acquire, deepen, and retain relationships, and help customers succeed financially
  • Builds relationships with customers by asking questions to learn about their financial needs, understanding customers life events and goals; and share how Wells Fargo can help by following up through proactive outreach, and appointments
  • Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Serves as a leader in managing risk; understanding and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.

Job Requirements:

  • Ability to interact with integrity and professionalism with customers and employees
  • Customer service focus with experience handling complex transactions across multiple systems
  • Knowledge and understanding of financial services consumer lending products
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching others
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Knowledge and understanding of book of business
  • Experience using strong business acumen to provide financial services consultation to small business customers
  • Ability to follow policies, procedures, and regulations

Qualification & Experience:

  • 1+ year of experience offering products and services to customers based on their needs
  • 1+ year of experience building and maintaining effective relationships with customers and partners
  • 1+ year of experience assessing and meeting the needs of customers and/or helping with issue resolution demonstrated through work or military experience
  • 2+ years of financial services experience

Job Details:

Company: Wells Fargo

Vacancy Type:  Full Time

Job Location: Ames, IA, US

Application Deadline: N/A

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