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Branch Relationship Banker

Company: Wells Fargo
Location: Boise
Posted on: April 10, 2021

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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