Wells Fargo Employment – Relationship Banker

Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking.

Job Responsibilities:

• Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provides mobile options to customers
  Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers’ accounts
• Open and service accounts within authorized limits, and exercise independent judgment while creating plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers’ needs
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
• Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Job Requirements:

• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using strong business acumen to provide financial services consultation to small business customers
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• Ability to interact with integrity and professionalism with customers and employees
• Current registrations for FINRA Series 7 and Series 66 (or equivalent) are required for the Relationship Banker role; f or individuals without these current registrations, participation in the licensing study program as a Program Analyst and successfully passing the FINRA Series 7 and
• Series 66 (or equivalent) licensing examinations within a specified period of time is first required prior to becoming a Relationship Banker; the required time frame for achieving passing score(s) will be communicated to the candidate under offer acceptance.
• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Chandler, AZ, US

Application Deadline: N/A

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