Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Fort Lauderdale

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for their National Branch Network as part of the Consumer, Small & Business Banking division. The role involves building relationships with customers, assessing needs, and providing banking solutions while adhering to compliance standards and licensing regulations.

Job Responsibility:

Participate in building relationships with customers and spend time understanding required needs
identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
present recommendations for resolving inquiries and service requests regarding customers' accounts
open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
provide information to internal partners and external sources to further enhance the customer experience
identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
provide self-service digital banking options to customers.

Requirements:

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
State Insurance license(s) are required for this role and must be completed within a specified period
Adherence to Wells Fargo sales practices risk management culture
SAFE registration at the time of employment.

Nice to have:

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
customer service focus with experience handling transactions across multiple systems
proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
knowledge and understanding of retail compliance controls, risk management, and loss prevention
ability to educate and connect customer to technology and share the value of mobile banking options
experience mentoring and peer-coaching
ability to make client calls and actively participate in the sales development process.

What we offer:

Robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
opportunity to be rewarded for investing in your community
inclusive and diverse work culture.

Additional Information:

Job Posted:
October 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker