Relationship Banker South Lake Tahoe

Wells Fargo • South Lake Tahoe, CA

386d • $46,509 - $69,701

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 focuses on 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 customer contact, account servicing, and collaboration with financial advisors and internal partners to enhance customer experiences.

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 to offer Wells Fargo retail banking products and services.
• Analyze business challenges related to full-service banking for affluent customers.
• Resolve inquiries and service requests regarding customer accounts.
• 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

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

What This Job Offers

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