Relationship Banker

Jobtailor

Grapevine (TX)

On-site

USD 65,000 - 98,000

Full time

4 days ago

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Job summary

Wells Fargo seeks a skilled Relationship Manager to acquire and nurture consumer and business banking clients. You will lead discovery conversations to tailor banking strategies, drive growth across deposits, loans, and investments, and coordinate with Wealth and Home Lending teams to deliver holistic solutions.

You will educate clients on mobile banking, ensure adherence to policies, and manage documentation and follow-ups to close opportunities and maintain trust.

Qualifications

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies.
Drive balanced growth across deposits, lending, and investments.
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals.
Set expectations and take ownership of converting qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking to promote digital adoption.
Resolve account inquiries and service requests within authorized limits.
Document actions and establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, elevate issues promptly, and follow policies and regulations.
Open accounts, handle service requests, and deliver seamless everyday banking experiences.

Skills

Customer Relationship Management

Account Management

Issue Resolution

Effective Communication

Empathy

Building Trust

Proactive Outreach

Tools

Mobile Banking

Self-Service Banking

Job description

Acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals
Set expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Maintain accurate documentation, exercise sound judgment, elevate issues promptly, and follow policies and regulations
Open accounts, handle service requests, and deliver seamless everyday banking experiences

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to source, acquire, and deepen customer relationships through proactive outreach
Knowledge of book of business management, planning-conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
FINRA Series 65 or equivalent examination required in specified states, including Texas, within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Ability to meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Ability to work a schedule that includes most Saturdays
Not eligible for visa sponsorship

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and regulatory standards. Proficient in assessing customer needs and promoting digital banking adoption while maintaining accurate documentation and follow-up.

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