Relationship Banker Silicon Peak - Morgan Hill
1 month ago
Job summary
We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive in one place.Qualifications
* 2+ years of customer service experience,* Assessing and meeting the needs of customers,* Building and maintaining effective relationships with customers.*successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations,,State Insurance license(s),customer service focus with experience handling transactions across multiple systems,poficient with proactively sourcing acquiring building and maintaining relationships with customers colleagues,strong verbal written interpersonal communication skills,knowledge understanding book business processes actively manage group wells fargo customers meet their needs grow business ability proactive innovative creative meeting customer enterprise needs,making client calls actively participate sales development process,knowledge understanding retail compliance controls risk management loss prevention,follow policies procedures regulations high motivation successfully meet team objectives individual performance,experience mentoring peer coaching assessing customer needs recommending products services fulfill those needs using business acumen provide financial services consultation small business customers,knowledge understanding financial services consumer lending products educate connect customer technology share value mobile banking options interact integrity professionalism employees,,
Job description
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