Relationship Banker Tenafly

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 to meet customer needs.

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.
• 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.
• Leverage partners to connect customers with appropriate resources.
• Collaborate with financial advisors for customer investment and retirement needs.
• Educate customers on self-service digital banking options.

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.

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