Relationship Banker LP Southern Shores
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About The Position
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will 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, 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, create plans for follow-up and scheduled contacts with customers, provide information to internal partners and external sources to further enhance the customer experience, identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs, partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs, and provide self-service digital banking options to customers.
