Relationship Banker Pantops Branch

Wells Fargo

Charlottesville, VA, US
Not specified; not specified; competitive compensa...
Not specified (assumed to be hybrid based on typical banking roles)
2+ years customer service experience
1+ year building customer relationships
Proactive outreach and discovery conversations
Wells Fargo is seeking a Relationship Banker for their Pantops Branch in Charlottesville, VA. The ideal candidate will have a strong background in customer service and relationship management, focusing on offering tailored banking solutions to a diverse clientele

Job Summary

  • This role serves as the primary point of contact for everyday banking needs, products, and services through scheduled appointments and lobby engagement.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking.

Matching Summary

Match Score: 75

Wells Fargo is seeking a Relationship Banker for their Pantops Branch in Charlottesville, VA. The ideal candidate will have a strong background in customer service and relationship management, focusing on offering tailored banking solutions to a diverse clientele.

Salary

Not specified; Not specified; Competitive compensation and robust benefits mentioned

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year building customer relationships
  • Proactive outreach and discovery conversations
  • Digital adoption education for customers
  • Risk excellence and compliance adherence

Nice-to-have

  • Consultative expertise in complex needs
  • Experience with affluent customer segments
  • Strong internal partnership collaboration
  • Empathy and clear communication skills
  • Book of business management practices

Key Requirements

  • FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • SAFE registration at time of employment
  • 2+ years customer service experience
  • 1+ year assessing customer needs

Work Rights

Not specified

Tailored Resume

Cover Letter