Relationship Banker Visalia

Wells Fargo

Visalia, CA, US
Base: $25.00 - $38.00; bonus/equity: incentive opp...
Hybrid
2+ years customer service experience
1+ year assessing customer needs
1+ year building customer relationships
Wells Fargo is seeking a Relationship Banker in Visalia, CA, responsible for managing customer relationships and providing tailored financial solutions. The role emphasizes proactive customer engagement and collaboration with various banking professionals to enhance customer experience

Job Summary

  • This role serves as the primary point of contact for everyday banking needs, products, and services across all customer segments.
  • Employees will build credibility and loyalty by leading discovery-driven conversations to understand customer goals and deliver tailored banking strategies.
  • Wells Fargo offers robust benefits including health coverage, a 401(k) plan, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker in Visalia, CA, responsible for managing customer relationships and providing tailored financial solutions. The role emphasizes proactive customer engagement and collaboration with various banking professionals to enhance customer experience.

Salary

Base: $25.00 - $38.00; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year assessing customer needs
  • 1+ year building customer relationships
  • Ability to work Saturdays

Nice-to-have

  • Proven ability to source new relationships
  • Knowledge of book of business management
  • Experience with consumer and business banking
  • Champion digital adoption skills
  • Strong communication and empathy

Key Requirements

  • FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • SAFE registration required at employment
  • Clean criminal background check
  • Enhanced financial fitness standards

Work Rights

Not specified

Tailored Resume

Cover Letter