Relationship Banker Palm North

Position: Relationship Banker Palm Beach North
Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 Linked In Top Companies list of best workplaces "to grow your career" in the U.S. Join us!

About this role:

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions.

In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.

Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.

In this role you will:

* 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 a team of 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

* Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.

* Resolve account inquiries and service requests within authorized limits, documenting actions and setting 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 to support strong control outcomes

* The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.

Required Qualifications:

* 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

* 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

* 1+ year of building and maintaining effective relationships with customers and partners

Desired

Qualifications:

* Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to 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…