Relationship Banker (SAFE)

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, credit, and investment strategies.
• Partner with professionals across Wealth, Home Lending, and Business Banking to provide integrated financial solutions.
• Champion digital adoption by educating customers on self-service and mobile banking options.
• Resolve account inquiries and service requests while maintaining accurate documentation and adhering to all regulatory policies.

Requirements

• 2+ years of customer service experience.
• 1+ year of experience assessing customer needs or resolving issues.
• 1+ year of experience building and maintaining effective customer relationships.
• Ability to obtain and maintain FINRA Series 6 and 63 licenses.
• Ability to obtain and maintain a State Insurance license and SAFE registration.
• Ability to work a schedule that includes most Saturdays.

Preferred Qualifications

• 1+ year of financial services experience in consumer banking, home lending, business banking, or investments.
• Proven ability to source and deepen relationships through proactive outreach.
• Knowledge of book of business management and documentation of planning conversations.
• Strong communication skills with the ability to build credibility and trust through empathy.

Benefits

• Health, dental, and vision benefits.
• 401(k) plan.
• Paid time off and parental leave.
• Life, critical illness, and accident insurance.
• Tuition reimbursement and scholarships for dependent children.
• Commuter benefits and various discounts.

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, helping customers succeed and empowering the communities we serve.