Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Multiple locations in Northeast Maryland

Category:
Banking

Contract Type:
Employment contract

Salary:

25.00 - 38.00 USD / Hour

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Job Description:

Relationship Banker position with Wells Fargo's National Branch Network as part of the Consumer, Small & Business Banking division. Employees start as Relationship Banker LP (SAFE) and transition to Relationship Banker (SAFE) role upon required licensing and SAFE registration. The role involves building customer relationships, assessing needs, offering banking products and services, and providing full-service banking experience.

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 experience
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
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 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
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 with ability to meet team objectives
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on mobile banking technology
Ability to interact with integrity and professionalism

Nice to have:

Experience with small business customers
Knowledge of investment or retirement products
Securities Industry Essentials (SIE) exam
FINRA Series 65 examination for specific states

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 22, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker