Demonstrates expertise in relationship management and financial product recommendations, with a strong focus on customer acquisition and retention strategies. Proficient in navigating the financial services landscape, including deposits, lending, and investments, while adhering to regulatory requirements.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
Own and grow a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners to convert opportunities into closed outcomes
Help customers open accounts, handle service requests, and manage everyday banking needs
Educate customers on self-service and mobile banking options
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
Complete licensing requirements and SAFE registration; transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) upon successful completion

Requirements

What you’ll need

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Ability to proactively source, acquire, and deepen relationships through proactive outreach and internal partnership
Experience managing a book-of-business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Active or timely completion of required FINRA licenses and state insurance licenses
Securities Industry Essentials (SIE) exam for applicable FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent within the specified period in applicable states
SAFE registration required at the time of employment
Ability to meet enhanced financial fitness and criminal background standards
Ability to work a schedule that includes most Saturdays
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceProactive OutreachGoal-Based PlanningDocumentation ManagementCoaching PeersLoan Originator ComplianceInvestment StrategiesHome Lending SolutionsBusiness Banking Solutions

Soft Skills

Effective CommunicationJudgmentCollaborationProblem SolvingRelationship Development

Tools & Technologies

Mobile BankingSelf-Service BankingFinancial Planning ToolsCRM SoftwareDocument Management Systems

Certifications & Qualifications

State Insurance LicenseSecurities Industry Essentials (SIE)FINRA Series 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial ResponsibilityCriminal Background StandardsWells Fargo Policies