Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Herndon

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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 experiences to customers.

Job Responsibility:

Participate in building relationships with customers and understanding their needs
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze business challenges related to full-service banking for emerging affluent customers
Present recommendations for resolving customer 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 customers with investment needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education
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) or must be completed within specified period
State Insurance license(s) required and must be completed within specified period
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture

Nice to have:

Successfully completed 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
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes
Ability to be proactive, innovative, and creative in meeting customer needs
Ability to make client calls and actively participate in sales development process
Knowledge of retail compliance controls, risk management, and loss prevention
High motivation with ability to meet team objectives while maintaining individual performance
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 of financial services consumer lending products
Ability to educate customers on technology and mobile banking options

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authentic self
Empowerment for growth

Additional Information:

Job Posted:
October 07, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker