Demonstrates expertise in managing customer relationships and delivering tailored banking strategies while adhering to regulatory requirements. Proficient in driving growth across deposits, lending, and investments through effective communication and collaboration.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSAFE RegistrationIssue Resolution

About the role

Key responsibilities & impact

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 with Wealth, Home Lending, and Business Banking partners
Set clear expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Work in a collaborative branch environment to meet customer needs through appropriate referrals
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

Requirements

What you’ll need

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting the needs of customers or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 (or equivalent) examination may be required for specified states
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
LO/CFPB requirements and Wells Fargo policies for Loan Originators
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Service ExperienceRelationship BuildingDigital Banking EducationRisk ManagementDocumentation Accuracy

Soft Skills

Collaborative TeamworkEffective CommunicationProblem SolvingJudgmentCustomer Needs Assessment

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

Securities Industry Essentials (SIE)FINRA Series 65 LicenseState Insurance License

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsLoan Originator Compliance