Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Missoula

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job offer has expired

Job Description:

Relationship Banker position at Wells Fargo for the National Branch Network, part of Consumer, Small & Business Banking division. Focus on building customer relationships, offering banking products and services, and providing excellent customer service.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for full-service banking experience
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners to enhance customer experience
Identify opportunities to leverage partners and connect customers
Partner with financial advisors for investment or retirement needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
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
Successfully completed FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Ability to make client calls and participate in sales development
Knowledge of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to meet team objectives
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking
Ability to interact with integrity and professionalism

Nice to have:

Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to educate and connect customer to technology

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authenticity
Career growth opportunities

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker