Premier Banker Ii, Relationship Manager
San Francisco, California, Us
Essential Duties:*Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments*Review and analyze moderately complex customer concerns*Escalate banking related issues or business risks that require an in-depth evaluation of multiple factors*Advise customers on various aspects of recommended and available financial options and services*Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services*Identify client needs and goals for business, mortgage, retirement and investment services, then partner closely with peers in Business Banking, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals*Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations*Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plan identifying Wells Fargo's products and services that will best meet customer's financial needs and goals, including highly complex needs.*Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially*Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding services and products to meet changing circumstances*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.