Home
/
Account Management
/
Relationship Banker LP - Fruitville
Relationship Banker LP - Fruitville-May 2024
Sarasota
May 12, 2025
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Relationship Banker LP - Fruitville

  About this role:

  Wells Fargo is seeking a Relationship Banker LP (SAFE)...

  In this role, you will:Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:Participate in building relationships with customers and spend time understanding required needsIdentify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needsAnalyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customersPresent recommendations for resolving inquiries and service requests regarding customers' accountsOpen and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customersProvide information to internal partners and external sources to further enhance the customer experienceIdentify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needsPartner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needsProvide self-service digital banking options to customersThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications, US:

  2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience1+ year of building and maintaining effective relationships with customers and partnersDesired Qualifications:Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registrationState Insurance license(s)Customer service focus with experience handling transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesStrong verbal, written, and interpersonal communication skillsKnowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needsAbility to make client calls and actively participate in the sales development processKnowledge and understanding of retail compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer- coachingExperience assessing customer needs and recommending products/services to fulfill those needsExperience using business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to educate and connect customer to technology and share the value of mobile banking optionsAbility to interact with integrity and professionalism with customers and employeesJob Expectations:Ability to work holidays and weekendsAdherence to Wells Fargo sales practices risk management cultureCurrent registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employmentState Insurance license(s) are required for this role and must be completed within a specified periodLicensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptanceWe Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

  Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

  Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

  Drug and Alcohol Policy

  Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Success Consultant
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
Product Manager (Customer Success Products), US
Job Requisition ID # 23WD74196 Position Overview This is a Senior Product Management role reporting to the Sr. Director of Data Product Management in the Enterprise Systems & Experience (ESE) whi
Manufacturing Group Leader - Maintenance - Flint Engine
Description If you are a current employee of General Motors working in a per diem, hourly, or regular salaried role, you must apply through the internal careers page. Please navigate to https://workd
CLS - F-35 Aircraft Mechanic 4 // Ordnance (MCAS Miramar - CA)
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and in
Senior Specialist, Enterprise Support
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
Partner Sales Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Strategic Account Manager
At Hitachi Energy we are looking to grow our sales team and have an opportunity for a Strategic Account Manager whilst senior sales experience is a must, it's the passion, attitude, and fresh way of
Manufacturing Group Leader - Maintenance - Arlington
Description If you are a current employee of General Motors working in a per diem, hourly, or regular salaried role, you must apply through the internal careers page. Please navigate to https://workd
Senior Key Account Manager, Алматы
Обязанности: Development and implementation of strategic initiatives for LKA chains establishment of comprehensive, competitive and cost-effective approaches for clients contracting, contributing to
National Account Manager 2, Spectrum Enterprise
Ready to outline beneficial combinations of our services that meet client needs and build demand for the future? You can do that. Do you want to proactively acquire and manage new enterprise accounts
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved