Relationship Banker Lp

Wells Fargo

West Linn, OR, USA
Not specified (assumed in-person due to branch location).
Customer relationship building
Needs assessment and issue resolution
Offering banking products and services
Wells Fargo is seeking a Relationship Banker for their West Linn, OR location, offering a supportive work environment that emphasizes career growth, community investment, and personal well-being. The role involves building customer relationships and providing banking solutions, with a focus on compliance and licensing requirements

Job Summary

  • At Wells Fargo, we believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.
  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE).
  • This position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker for their West Linn, OR location, offering a supportive work environment that emphasizes career growth, community investment, and personal well-being. The role involves building customer relationships and providing banking solutions, with a focus on compliance and licensing requirements.

Skills & Requirements

Must-have

  • Customer relationship building
  • Needs assessment and issue resolution
  • Offering banking products and services
  • SAFE Mortgage Licensing Act compliance
  • Loan Originator requirements

Nice-to-have

  • Proactive sourcing and relationship building
  • Financial services consultation
  • Mentoring and peer-coaching
  • Leveraging internal partners

Key Requirements

  • 2+ years customer service experience
  • 1+ year assessing customer needs
  • 1+ year building customer relationships
  • FINRA Series 6 and 63
  • State Insurance license(s)
  • SAFE registration required

Work Rights

Not specified

Tailored Resume

Cover Letter