Relationship Banker

• 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
• Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
• Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options to promote digital adoption
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
• Support customers through scheduled appointments, lobby engagement, proactive outreach, account opening, and everyday banking activities
• Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
• 1+ year assessing and meeting customer needs or helping with issue resolution
• 1+ year building and maintaining effective relationships with customers and partners
• Ability to source, acquire, and deepen relationships through proactive outreach
• Knowledge of book of business management, planning-conversation documentation, and follow-through
• Experience assessing needs and recommending products and services for consumer and business customers
• Clear and confident communication, empathetic listening, and ability to build credibility and trust
• 1+ year of financial services experience is desired
• FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration are desired
• State Insurance license(s) are desired
• FINRA Series 6 and Series 63 or recognized equivalents and State Insurance license(s) must be active or completed within a designated timeframe
• SIE exam required for FINRA qualifications earned after September 30, 2018
• FINRA Series 65 or equivalent required within a specified period in Texas and listed states
• Required FINRA licenses must be obtained and maintained for continued employment
• Enhanced financial fitness and criminal background standards
• SAFE registration required at time of employment
• Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• Ability to work a schedule including most Saturdays
• Not eligible for Visa sponsorship

Demonstrates expertise in relationship management, customer service, and financial product recommendations, with a strong focus on compliance and regulatory adherence. Proven ability to educate customers on banking solutions and drive digital adoption while maintaining effective communication and trust.

• Customer Relationship Management
• Financial Services Experience
• FINRA Series 6 and Series 63
• Proactive Outreach
• Risk Management

• Customer Service
• Needs Assessment
• Product Recommendations
• Book of Business Management
• Planning-Conversation Documentation
• Account Opening
• Digital Banking Education
• Issue Resolution
• Regulatory Adherence
• Follow-Through

• Clear Communication
• Empathetic Listening
• Building Credibility
• Trust Building Relationship Strengthening

• FINRA Series 6
• FINRA Series 63
• State Insurance License
• SIE Exam
• FINRA Series 65

• Consumer Banking
• Business Banking
• Wealth Management
• Lending
• Deposits
• Investments
• Compliance Standards
• LO/CFPB Requirements
• Wells Fargo Policies
• Financial Responsibility