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Wells Fargo is seeking a Relationship Banker for its Santa Rosa branch, focusing on building lasting customer relationships by providing tailored banking solutions. The role requires strong customer service skills, proactive outreach, and a commitment to helping clients achieve their financial goals.
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Job Summary
The role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients.
Employees will build credibility and loyalty by leading discovery-driven conversations to deliver tailored banking and credit strategies.
Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
Matching Summary
Match Score: 75
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Wells Fargo is seeking a Relationship Banker for its Santa Rosa branch, focusing on building lasting customer relationships by providing tailored banking solutions. The role requires strong customer service skills, proactive outreach, and a commitment to helping clients achieve their financial goals.
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Salary
Base: $27.00 - $41.00 per hour; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), Paid time off, Tuition reimbursement
Skills & Requirements
Must-have
2+ years customer service experience
1+ year assessing customer needs
Proactive customer outreach skills
Digital adoption education capability
Risk compliance and documentation
Nice-to-have
Affluent customer segment experience
Book of business management knowledge
Empathetic communication style
Internal partnership building
Long-term career aspiration in finance
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 relationship building experience
SIE exam if FINRA exams earned after Sept 30, 2018