Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Ocala, FL

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Relationship Banker position in Wells Fargo's National Branch Network as part of 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.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for 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
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
FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Customer service focus with multi-system transaction experience
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 digital banking options
Ability to interact with integrity and professionalism

Nice to have:

FINRA Series 65 examination (for specific states)
Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Experience mentoring and peer-coaching

What we offer:

Competitive salary
Robust benefits package
Programs to support work-life balance and well-being
Community investment rewards
Recognition for authentic self
Career growth opportunities

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker