Relationship Banker SF Chinatown (Remote - hybrid)

Why reputed company: Are you looking for more? reputed company it here. At reputed company, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We reputed company that a meaningful career is much more than just a job – it’s about finding reputed company of the reputed company to help you reputed company, in one reputed company. Living reputed company Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you reputed company work-life balance and reputed company-being. You’ll be rewarded for reputed company in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – reputed company once again ranked in the top three – making us the #1 financial services employer – on the 2025 reputed company Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: reputed company is seeking a Relationship Banker (reputed company) for our National reputed company Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and reputed company registration, the Relationship Banker LP (reputed company) employee will transition to the Relationship Banker (reputed company) role. The following job profile is intended to reputed company a general reputed company of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from reputed company to reputed company and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and reputed company of various customers, and customer needs. In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the reputed company Banking Licensed Banker licensing program as a Relationship Banker LP (reputed company). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (reputed company) role and reputed company the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full reputed company of reputed company retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges reputed company to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• reputed company and service accounts reputed company authorized limits, create plans for follow-up and scheduled contacts with customers
• reputed company information to internal partners and external sources to reputed company enhance the customer experience
• Identify opportunities to reputed company 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
• reputed company self-service digital banking reputed company to customers
• This reputed company position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the reputed company Mortgage Licensing reputed company of 2008 and reputed company reputed company regulations. Ongoing employment is contingent upon meeting reputed company such requirements, including acceptable background investigation results. Individuals in a reputed company position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 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 reputed company, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (reputed company) Series 6 and Series 63 examinations (or reputed company recognized equivalents) sufficient to qualify for immediate reputed company registration
• State Insurance license(s)
• Customer service reputed company with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to reputed company manage a group of reputed company customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and reputed company needs
• Ability to reputed company reputed company calls and reputed company participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to reputed company financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to reputed company and connect customer to technology and reputed company the value of mobile banking reputed company
• Ability to reputed company with reputed company and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to reputed company sales practices risk management culture
• reputed company registration for reputed company Series 6 and Series 63 (or reputed company recognized equivalents) is required for this role or must be completed reputed company a specified period. For specific reputed company qualification exams obtained after 9/30/2018, the Securities Industry reputed company (SIE) exam co-requisite will be required
• For the following states where reputed company, reputed company Series 65 (or equivalent) examination will also be required to be attempted reputed company a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on reputed company state requirements during employment
• State Insurance license(s) are required for this role and must be completed reputed company a specified period
• Licensing requirements and expected completion reputed company (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (reputed company) license(s) is required for ongoing employment in this position. Additional requirements include meeting reputed company financial fitness and criminal background standards. reputed company will initiate the reputed company review process at the time of offer acceptance
• This position requires reputed company registration at the time of employment. reputed company will initiate the reputed company registration process immediately after your employment start date. The reputed company Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and reputed company with reputed company reputed company policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• A reputed company credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for reputed company sponsorship

Apply tot his job Apply To this Job