Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Multiple locations in Greater Twin Cities area

Category:
Banking

Contract Type:
Employment contract

Salary:

29.00 - 38.00 USD / Hour

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for the 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 full-service banking experience to emerging affluent and high-value customers.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze business challenges related to full-service banking
Present recommendations for resolving customer inquiries
Open and service accounts within authorized limits
Provide information to internal partners to enhance customer experience
Identify opportunities to leverage partners
Partner with financial advisors for investment 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 recognized equivalents)
State Insurance license(s)
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or must be completed within specified period)
For certain states, FINRA Series 65 (or equivalent) examination required
Obtaining/maintaining appropriate FINRA license(s)
SAFE registration at time of employment
Meet Consumer Financial Protection Bureau qualification requirements
Compliance with Wells Fargo policies
Successful completion of background and credit checks

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 and sales development
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 digital banking options

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

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