Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Multiple locations in Oregon

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Relationship Banker position in Wells Fargo's National Branch Network as part of Consumer, Small & Business Banking division. Employees start as Relationship Banker LP (SAFE) until completing licensing requirements, then transition to Relationship Banker (SAFE) role.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking products
Analyze business challenges for emerging affluent customers
Present recommendations for resolving customer inquiries
Open and service accounts within authorized limits
Provide information to enhance customer experience
Identify opportunities to leverage partners
Partner with financial advisors for investment needs
Provide self-service digital banking options

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 sourcing and 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
Experience mentoring and peer-coaching
Experience assessing customer needs
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on digital banking

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 26, 2025

Expiration:
September 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker