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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Palmetto

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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 their Palmetto Branch in Florida under their National Branch Network as part of the Consumer, Small & Business Banking division. Key responsibilities include building customer relationships, offering a full range of retail banking products, and ensuring compliance with regulatory requirements. The role involves obtaining various licenses and providing exceptional customer service in the banking industry.

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
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • 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 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
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • SAFE registration at the time of employment
  • Adherence to Wells Fargo sales practices risk management culture
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies

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)
  • 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
  • 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
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • 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
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
What we offer:
  • Robust benefits
  • Competitive compensation
  • Programs designed to help find work-life balance and well-being

Additional Information:

Job Posted:
June 24, 2025

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