Full-Time

Branch Relationship Banker LP

Posted on 1/10/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Compensation Overview

$20.29 - $30.48Hourly

Junior, Mid

No H1B Sponsorship

Austin, TX, USA

Location: 13749 Research Blvd AUSTIN, TX 78750.

Category
Commercial Banking
Finance & Banking
Required Skills
Customer Service
Requirements
  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • This position requires SAFE registration at the time of employment.
Responsibilities
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet diverse financial needs. Its products work through a combination of physical branches, ATMs, and online and mobile banking platforms, allowing customers to access their accounts and manage their finances conveniently and securely. Unlike many competitors, Wells Fargo has a broad range of specialized services, such as financial planning and wealth management, which cater to clients with different financial goals. The company's goal is to enhance customer success by continually improving its services and maintaining a strong focus on security and innovation.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking solutions enhances customer engagement and service efficiency.
  • The rise of sustainable finance creates opportunities for green investment products.
  • Blockchain integration enhances security and efficiency in cross-border transactions.

What critics are saying

  • Increased competition in the credit facility market may impact Wells Fargo's market share.
  • Pressure to offer sustainable financing options due to competitors securing green loans.
  • Competitive refinancing environment could affect Wells Fargo's profitability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions for diverse clients.
  • The company leverages a robust online and mobile banking platform for customer convenience.
  • Wells Fargo's extensive branch and ATM network enhances its service accessibility.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance