Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Lawrenceville

Category:
Finance

Contract Type:
Employment contract

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. The role involves building relationships with customers, offering Wells Fargo retail banking deposit and credit products, analyzing business challenges, servicing accounts, and connecting customers with appropriate partners or relationship managers.

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
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 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)
State Insurance license(s)
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
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching
Knowledge and understanding of retail compliance controls, risk management, and loss prevention

What we offer:

Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker