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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Raleigh

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building customer relationships, offering banking products and services, analyzing business challenges, and providing excellent customer service.

Job Responsibility:

  • Participate in building relationships with customers
  • Identify opportunities for offering Wells Fargo retail banking deposit and credit products
  • Analyze tactical business challenges related to full-service banking
  • 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
  • Partner with financial advisors for investment 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
  • FINRA Series 6 and Series 63 examinations (or recognized equivalents)
  • State Insurance license(s)
  • Ability to work a schedule that may include most Saturdays
  • Current registration for FINRA Series 6 and Series 63 or must be completed within specified period
  • For specific states: FINRA Series 65 (or equivalent) examination required

Nice to have:

  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building relationships
  • 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
  • Experience mentoring and peer-coaching
  • Experience assessing customer needs and recommending products
  • Experience providing financial services consultation to small business customers
  • Knowledge of financial services consumer lending products
  • Ability to educate customers on 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
  • Career growth opportunities

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 13, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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