"Regular communication with clients is critical to maintaining the relationship and being proactive to their needs. I typically invite them into the office once a year to review their financial health and goals and review products that may benefit them. I also go over all their accounts in detail to make sure all their information is accurate, and we make changes as needed at that time. I offer a virtual option through Zoom if they can't come in person. After that, I usually reach out once a quarter via call, email or text just to check in and see how I can best support and serve them. If they prefer a more frequent touch point, I'm happy to accommodate that."

As a relationship banker with Wells Fargo, your primary responsibility will be building and maintaining customer relationships. Demonstrate that you understand the importance of regular interactions and outreach to your clients and your commitment to those efforts. Give examples of your typical communication strategy (IE emails, phone calls, texts, mailers, etc.).