Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Waco

Category:
Banking

Contract Type:
Employment contract

Salary:

49920.00 - 72800.00 USD / Year

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Job Description:

Relationship Banker position at Wells Fargo's National Branch Network, 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 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 and external sources
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 helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that may include most Saturdays
FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
SAFE registration

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proactive sourcing and relationship building skills
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Knowledge of retail compliance controls, risk management, and loss prevention
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

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Celebration of authentic self
Empowerment to grow

Additional Information:

Job Posted:
September 16, 2025

Expiration:
September 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker