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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingPosted on Nov 9
Full-time

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.
  • 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; for applicable FINRA exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • In Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, FINRA Series 65 (or equivalent) is also required within a specified period, subject to current state regulations; Wyoming allows referral-only licensed bankers to obtain IAR registration without Series 65/66.
  • Required FINRA licenses must be obtained and maintained for continued employment, and candidates must meet enhanced financial fitness and criminal background standards; the FINRA review begins after an offer is accepted.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; credit and 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 personal ownership to convert qualified opportunities into closed outcomes.
  • Educate customers about 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 set follow-up plans that reinforce trust and ease.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Employees are accountable for executing applicable risk programs, following Wells Fargo policies and procedures, fulfilling risk and compliance obligations, and escalating and remediating issues in a timely and effective manner.
  • Proactively monitor, govern, identify, and escalate risks, and make sound risk decisions consistent with the business unit’s risk appetite and applicable risk and compliance requirements.
  • Employees hired into the Relationship Banker LP (license pending) role participate in the Branch Network Licensed Banker program until successfully completing licensing and SAFE requirements, then transition to the Relationship Banker (SAFE) role.

Desired Qualifications

  • Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships that support the customer experience.
  • Knowledge of book-of-business management practices, documentation of planning conversations, and consistent follow-through to drive 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 educate customers about self-service and mobile banking options to increase digital adoption, satisfaction, engagement, and service efficiency.
  • 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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