Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Phoenix ▼
Avondale
Buckeye
Glendale
Goodyear

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building customer relationships, identifying banking product opportunities, analyzing business challenges, and providing financial services consultation.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for emerging affluent and high-value customers
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners and external sources
Identify opportunities to leverage partners and connect customers
Partner with financial advisors for investment or retirement needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting customer needs or issue resolution
1+ year of building and maintaining effective relationships with customers and partners
FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with multi-system transaction experience
Proactive relationship building skills
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Experience making client calls
Knowledge of retail compliance controls, risk management, and loss prevention
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on mobile banking options

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Celebration of authentic self
Empowerment to grow

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker