Relationship Banker Westgate

Wells Fargo

Base: $27.00 - $41.00; bonus/equity: incentive opp...
2+ years customer service experience
1+ year assessing customer needs
1+ year building customer relationships
Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed through meaningful careers

Job Summary

  • Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed through meaningful careers.
  • The role involves building relationships with customers, identifying opportunities for retail banking products, and partnering with financial advisors for investment needs.
  • Employees receive comprehensive benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement while working in a risk-mitigating culture.

Matching Summary

Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed through meaningful careers.

Salary

Base: $27.00 - $41.00; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave, tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year assessing customer needs
  • 1+ year building customer relationships
  • SAFE Mortgage Licensing Act compliance
  • Loan Originator Regulation Z requirements

Nice-to-have

  • FINRA Series 6 and 63 examinations
  • State Insurance license(s)
  • Proactive business acumen
  • Experience mentoring peers
  • Small business financial consultation

Key Requirements

  • 2+ years customer service experience
  • 1+ year issue resolution experience
  • 1+ year relationship building experience
  • SAFE registration at employment start
  • FINRA Series 6/63 or equivalent
  • State Insurance license(s)
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

Cover Letter