Branch Relationship Banker
Company: Wells Fargo
Location: Boise
Posted on: April 10, 2021
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Job Description:
Job DescriptionImportant Note: During the application process,
ensure your contact information (email and phone number) is up to
date and upload your current resume when submitting your
application for consideration. To participate in some selection
activities you will need to respond to an invitation. The
invitation can be sent by both email and text message. In order to
receive text message invitations, your profile must include a
mobile phone number designated as 'Personal Cell' or 'Cellular' in
the contact information of your application.At Wells Fargo, we are
looking for talented people who will put our customers at the
center of everything we do. We are seeking candidates who embrace
diversity, equity and inclusion in a workplace where everyone feels
valued and inspired.Help us build a better Wells Fargo. It all
begins with outstanding talent. It all begins with you.Consumer and
Small Business Banking (CSBB) is at the center of our efforts to
rebuild trust and transform the way we serve our customers and
clients. The CSBB organization is focused on innovating and
transforming our business with the customer at the center, better
enabling customers to engage with us how, when, and wherever they
choose through a broad suite of financial products and services.
While we are pleased to be 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. Our market positions
are an outcome of great work by employees who are committed to
serving our customers. We want to build a strong value proposition
for key consumer and small business segments by identifying gaps
and opportunities and building capabilities to transform how we
engage customers and deliver advice.Branch Banking serves more than
70 million consumer and small business customers through a
distribution network consisting of retail branches, ATMs, and
online and digital channels, offering financial products and
services to consumers and small businesses through approximately
5,200 retail banking branches and more than 13,000 ATMs in 36
states and Washington, D.C. Branch Banking includes the Affluent
Segment and Strategy team and Wells Fargo At WorkSM, the Business
Development Office, Business Initiatives, Business Performance &
Accountability, Distribution Strategies, Future Banking, and
Regional Banking.As a relationship banker at Wells Fargo, you will
be responsible for servicing and growing consumer and small
business customer relationships. You will work proactively to
engage customers to understand what is most important to them and
help with their current and future financial needs. Relationship
Bankers work with partners to deliver an exceptional customer
experience, acquire, deepen, and retain relationships, and help
customers succeed financially. Your responsibilities include:---
Building relationships with customers by asking questions to learn
about their financial needs, understanding customers' life events
and goals; and sharing how Wells Fargo can help by following up
through proactive outreach, and appointments.--- Building
relationships with branch employees and partners by working
together to best serve customers.--- Growing a book of business
through proactive outreach. --- Conducting needs based
conversations to identify credit, deposit, and investment needs of
customers.--- Making introductions to partners to help meet
customer's broader financial needs as appropriate.--- Partnering
closely with financial advisors to understand appropriate
introductions to address the needs of customers with investment or
retirement needs. --- Serving as a leader in managing risk;
understand and manage risks in the business, adhere to policies,
procedures, and controls and ensure compliance with applicable
laws, rules, and regulations.--- Explaining and demonstrating
self-service mobile options to customers. --- Maintaining knowledge
of bank products and services. --- Completing service requests,
identifying, and resolving customer concerns by following
resolution protocol.A contingent Relationship banker primarily
participates in the Branch Banking Licensed Banker licensing
program. Upon successful completion of licensing requirements, this
employee will transition to the Branch Relationship Banker
role.Required Qualifications* 2+ years of financial services
experience* 1+ year of experience offering products and services to
customers based on their needs* 1+ year of experience assessing and
meeting the needs of customers and/or helping with issue resolution
demonstrated through work or military experience* 1+ year of
experience building and maintaining effective relationships with
customers and partnersDesired Qualifications* Customer service
focus with experience handling complex transactions across multiple
systems* Experience assessing customer needs and recommending
products/services to fulfill those needs* Ability to follow
policies, procedures, and regulations* Experience mentoring and
peer-coaching others* Proficient with proactively sourcing,
acquiring, building, and maintaining relationships with customers
and colleagues* Knowledge and understanding of retail compliance
controls, risk management, and loss prevention* High motivation
with ability to successfully meet team objectives while maintaining
individual performance* Relevant military experience including
working with military protocol and instructions, enlisted
evaluations, officer/leadership reporting* Relevant military
experience including working in personnel benefits management,
processing military personnel orders or transitions, wartime
readiness operations, human resources or military recruiting* State
Life Insurance license(s)* Knowledge and understanding of financial
services consumer lending products* Knowledge and understanding of
book of business* Experience using strong business acumen to
provide financial services consultation to small business
customers* Successfully completed FINRA Series 7 and 63 or 7 and 66
exams to qualify for immediate registration (or FINRA recognized
equivalents)* Ability to educate and connect customer to technology
and share the value of mobile banking options* Ability to interact
with integrity and professionalism with customers and employeesJob
Expectations* Obtaining and/or maintaining appropriate Financial
Industry Regulatory Authority (FINRA) license(s) is required for
ongoing employment in this position. In addition state
registration, specific product licenses or SAFE licensing may
apply. Additional requirements include meeting enhanced financial
fitness and criminal background standards. Wells Fargo will
initiate the FINRA review process at the time of offer acceptance.*
Individuals in Loan Originator (LO) positions must meet the
Consumer Financial Protection Bureau qualification requirements and
comply with related Wells Fargo policies. The LO qualification
requirements include meeting applicable financial responsibility,
character, general financial fitness and criminal background
standards. A current credit report will be used to assess your
financial responsibility and credit fitness, however, a credit
score is not included as part of the evaluation. Successful
candidates must also meet ongoing regulatory requirements including
additional screening, if necessary.* This position requires SAFE
registration at the time of employment. Wells Fargo will initiate
the SAFE registration process immediately after your employment
start date. The Nationwide Mortgage Licensing System (NMLS) web
site (http://fedregistry.nationwidelicensingsystem.org ) provides
the MU4R questions and registration required for employment in this
position.* For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite may also be required * Current registration for FINRA
Series 7 and Series 66 (or equivalent) are required for this role
or must be completed within a specified period of time and will be
communicated to the candidate upon offer acceptance* State
Insurance license(s) are required for this role and must be
completed within a specified period of time determined by number of
licenses to be obtained and will be communicated to the candidate
upon offer acceptance. Compliance with the state law requirements
is requiredStreet AddressID-Boise: 877 W Main St - Boise,
IDDisclaimerAll offers for employment with Wells Fargo are
contingent upon the candidate having successfully completed a
criminal background check. Wells Fargo will consider qualified
candidates with criminal histories in a manner consistent with the
requirements of applicable local, state and Federal law, including
Section 19 of the Federal Deposit Insurance Act.Relevant military
experience is considered for veterans and transitioning service men
and women.Wells Fargo is an Affirmative Action and Equal
Opportunity Employer, Minority/Female/Disabled/Veteran/Gender
Identity/Sexual Orientation.Benefits SummaryBenefitsVisit
https://www.wellsfargo.com/about/careers/benefits--for benefits
information.
Keywords: Wells Fargo, Boise , Branch Relationship Banker, Other , Boise, Idaho
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