Relationship Banker: Growth & Solutions Partner

Jobtailor; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Wells Fargo in Phoenix is seeking a seasoned Financial Relationship Banker to acquire, manage, and grow a portfolio of consumer and business customer relationships. You will lead discovery-driven conversations to understand goals and tailor tailored banking and credit strategies, driving balanced growth across deposits, lending, and investments.

The role partners with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions and educate customers on self-service

Qualifications

• 2+ years of customer service experience or equivalent through work, training, or education.
• 1+ year assessing and meeting customer needs or helping resolve issues.
• 1+ year building and maintaining relationships with customers and partners.
• Ability to source, acquire, and deepen customer relationships via proactive outreach.
• Experience in financial services and cross-functional collaboration.

Responsibilities

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and tailor banking and credit strategies
• Drive retention and balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
• Coordinate warm introductions and convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy adherence
• Work collaboratively in a branch environment to meet customer needs through appropriate referrals

Skills

Customer Service

Issue Resolution

Portfolio Management

Product Recommendation

Planning Conversation Documentation

Tools

Mobile Banking

Self-Service Banking

Job description

Wells Fargo in Phoenix is seeking a seasoned Financial Relationship Banker to acquire, manage, and grow a portfolio of consumer and business customer relationships. You will lead discovery-driven conversations to understand goals and tailor tailored banking and credit strategies, driving balanced growth across deposits, lending, and investments.

The role partners with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions and educate customers on self-service