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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker SAFE

Retail & Commercial BankingPosted on Nov 9
Full-timeColorado Springs, CO, USA

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 experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of experience building and maintaining effective relationships with customers and partners.
  • The role requires FINRA Series 6 and Series 63 examinations, or recognized equivalents, and state insurance licenses; these must be active or completed within a designated timeframe.
  • For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state regulations.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • SAFE registration is required at employment; Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
  • The role requires enhanced financial fitness and criminal background standards, and required FINRA licenses must be maintained for continued employment.
  • The schedule includes most Saturdays.

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 clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong control outcomes.

Desired Qualifications

  • Source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
  • Apply book-of-business management practices, document planning conversations, and follow through consistently to drive retention and balanced growth across deposits, lending, and investments.
  • Assess customer needs and recommend products and services for consumer and business customers.
  • Communicate clearly and confidently, listen with empathy, and build credibility and trust.
  • Have at least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Have completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • Hold 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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