Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Monroe

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking top talent to fill the Relationship Banker role. This position involves evaluating customer needs, recommending banking services, and advancing career through licensing and SAFE registration requirements.

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
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
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
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement 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
Successful completion of Financial Industry Regulatory Authority (FINRA) licensing and SAFE registration requirements
Adherence to Wells Fargo sales practices and risk management culture
Ability to work a schedule that may include most Saturdays

Nice to have:

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
Knowledge and understanding of book of business processes
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products

What we offer:

Robust benefits
Competitive compensation
Programs designed to help find work-life balance and well-being
Rewarded for investing in your community
Empowered to grow

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker