Relationship Banker Omaha Area

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About this role:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options 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 Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

* 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

* This SAFE 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE 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 resolution, demonstrated through work or military experience

* 1+ year of building and maintaining effective relationships with customers and partners

Desired

Qualifications:

* Successfully completed…