Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Lincoln

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, assessing needs, offering financial products and services, and providing excellent customer service while adhering to regulatory requirements.

Job Responsibility:

Build relationships with customers and understand their needs
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze business challenges related to full-service banking for emerging affluent customers
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Create follow-up plans and scheduled customer contacts
Provide information to internal partners to enhance customer experience
Identify opportunities to leverage partners and connect customers appropriately
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
Successfully completed FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Ability to make client calls and participate in sales development
Knowledge of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation to meet team objectives
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking
Ability to interact with integrity and professionalism
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
FINRA registration and SAFE registration

Nice to have:

Experience with small business customers
Investment or retirement product knowledge
Digital banking expertise
Financial advisory partnership experience

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authentic self
Career growth opportunities

Additional Information:

Job Posted:
August 25, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker