Relationship Banker LP (SAFE) - Mitchell Bridge

Wells Fargo • Athens, GA

405d

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for the National Branch Network within the Consumer, Small & Business Banking division. This role involves building relationships with customers, understanding their needs, and offering a full range of retail banking products and services. The position requires compliance with the SAFE Mortgage Licensing Act and involves transitioning from a temporary Relationship Banker LP (SAFE) role to a fully licensed Relationship Banker (SAFE) role upon meeting licensing requirements.

Requirements

• 2+ years of customer service experience or equivalent.
• 1+ year of assessing and meeting customer needs or issue resolution experience.
• 1+ year of building and maintaining effective relationships with customers and partners.

Nice To Haves

• Successfully completed FINRA Series 6 and Series 63 examinations.
• State Insurance license(s).
• Customer service focus with experience handling transactions across multiple systems.
• Proficient in sourcing and maintaining relationships with customers and colleagues.
• Strong verbal, written, and interpersonal communication skills.
• Knowledge of book of business processes to manage customer needs.
• Ability to be proactive and innovative in meeting customer needs.
• Experience mentoring and peer-coaching.
• Experience assessing customer needs and recommending products/services.
• Knowledge of financial services consumer lending products.

Responsibilities

• Build relationships with customers and understand their needs.
• Identify opportunities for offering Wells Fargo retail banking products and services.
• Analyze business challenges related to full-service banking for affluent customers.
• Present recommendations for resolving inquiries and service requests.
• Open and service accounts within authorized limits and create follow-up plans.
• Provide information to enhance customer experience through internal and external sources.
• Connect customers with appropriate partners or relationship managers.
• Collaborate with financial advisors to address investment or retirement needs.
• Provide self-service digital banking options to customers.

Benefits

• Competitive salary
• Robust benefits package
• Programs to support work-life balance and well-being
• Opportunities for community investment
• Recognition for authenticity and personal growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed