Relationship Banker Kyle Market Place

Wells Fargo

Kyle, TX, US
Not specified; not specified; competitive compensa...
2+ years customer service experience
1+ year building customer relationships
Proactive outreach and discovery conversations
This role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients

Job Summary

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

Matching Summary

This role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients.

Salary

Not specified; Not specified; Competitive compensation 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

  • Affluent customer segment experience
  • Book of business management practices
  • Empathetic communication and trust building
  • Collaborative team partnership skills
  • 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 assessing customer needs

Work Rights

Not specified

Tailored Resume

Cover Letter