Relationship Banker Lynchburg, VA Area
$49,920–$72,800 year
On-siteForest, Virginia, United States or Lynchburg, Virginia, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships through scheduled appointments, lobby engagement, and proactive outreach. Lead discovery-driven conversations to understand customer goals and deliver tailored banking strategies that strengthen relationships and drive balanced growth across deposits, lending, and investments. Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while demonstrating risk excellence through accurate documentation and timely issue escalation. Work a schedule that includes most Saturdays.
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
- Ability to work a schedule that will include most Saturdays
- 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)
- Ability to meet enhanced financial fitness and criminal background standards
- Meeting Loan Originator (LO) and CFPB requirements
- Compliance with standards related to financial responsibility, character, fitness, and criminal background
- Adherence to applicable Wells Fargo policies and procedures
- Appropriate fulfillment of risk and compliance obligations
- Timely and effective escalation and remediation of issues
- Making sound risk decisions commensurate with the business unit's risk appetite
- Effective following and adhering to applicable Wells Fargo policies and procedures
- Appropriate fulfillment of risk and compliance obligations
- Timely and effective escalation and remediation of issues
- Making sound risk decisions commensurate with the business unit's risk appetite
- Meeting all risk and compliance program requirements
- SAFE registration at the time of employment
Desired Qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
- Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
- Experience assessing needs and recommending products and services for consumer and business customers
- 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
- Experience with FINRA Series 65 (or equivalent) examination to be attempted within a specified period of time for specific states
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