Inactive
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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker (SAFE)

Retail & Commercial BankingPosted on Oct 16
Full-timeIn-person

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of building and maintaining effective relationships with customers and partners.
  • Ability to work a schedule that includes most Saturdays.
  • FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • For specified states, FINRA Series 65 (or equivalent) is required within a specified period, subject to state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Required FINRA licenses must be obtained and maintained for continued employment; enhanced financial fitness and criminal background standards apply.
  • SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting expectations, and taking ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to increase digital adoption, satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
  • Maintain accurate documentation, exercise sound judgment, escalate issues timely, and adhere to policies and regulations to support strong risk and control outcomes.
  • While in the temporary Relationship Banker LP role, complete licensing and SAFE requirements; upon successful completion, transition to the Relationship Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
  • Knowledge of book-of-business management practices, documentation of planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
  • Experience assessing customer needs and recommending products and services for consumer and business customers.
  • Ability to encourage digital adoption by educating customers on self-service and mobile banking options.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successful completion of FINRA Series 6 and Series 63 examinations (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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