Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Houston ▼
Cypress

Category:
Finance

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. The role focuses on building customer relationships and offering Wells Fargo's retail banking deposit and credit products and services.

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
Analyze business challenges related to banking for affluent and high-value customers
Present recommendations for resolving inquiries regarding accounts
Open and service accounts
Create follow-up plans and scheduled customer contacts
Provide information to internal partners and external sources
Connect customers with appropriate partners
Partner with financial advisors for customer investment or retirement needs
Educate and connect customers with digital banking options

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting the needs of customers or helping with issue resolution
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) must be completed within a specified period
State Insurance license(s) must be completed within a specified period
Successful licensing requirements for SAFE Mortgage Licensing Act compliance and other regulatory requirements

Nice to have:

Successfully completed Financial Industry Regulatory Authority Series 6 and Series 63 examinations
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Experience mentoring and peer-coaching

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker