Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Palmetto

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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

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Relationship Banker