Wells Fargo · 10 hours ago
Relationship Banker International Speedway
DAYTONA BEACH, FL
Full-time
Onsite
Entry Level
2+ years expWells Fargo is a global financial services leader committed to driving innovation and empowering communities. They are seeking a Relationship Banker (SAFE) to build relationships with customers and provide a full range of retail banking products and services based on their needs.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Participate in building relationships with customers and spend time understanding required needs
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
Present recommendations for resolving inquiries and service requests regarding customers' accounts
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
Provide information to internal partners and external sources to further enhance the customer experience
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
Provide self-service digital banking options to customers
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction
Qualification
Required
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Preferred
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
Ability to make client calls and actively participate in the sales development process
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services to fulfill those needs
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 and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Benefits
Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2025-12-29
Seattle TechFlash
2025-12-25
2025-12-24
Company data provided by crunchbase