Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Greensboro

Category:
Finance

Contract Type:
Not provided

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. Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role.

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
Provide information to internal partners and external sources to further enhance the customer experience
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
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

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
State Insurance license(s)
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience mentoring and peer- coaching
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to make client calls and actively participate in the sales development process
Knowledge and understanding of financial services consumer lending products

What we offer:

Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being
Opportunities to grow and thrive within the organization
Living the Well Life support

Additional Information:

Job Posted:
August 21, 2025

Expiration:
September 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker