Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Jacksonville

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Relationship Banker position at Wells Fargo's National Branch Network as part of the Consumer, Small & Business Banking division. Employees who are not fully licensed will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE) until licensing requirements are completed.

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
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
Partner with financial advisors to understand appropriate introductions to address 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 the needs of customers or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
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
Knowledge and understanding of book of business processes
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
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
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents)
For specific states: FINRA Series 65 (or equivalent) examination
State Insurance license(s)
SAFE registration
Meeting enhanced financial fitness and criminal background standards
No Visa sponsorship eligibility

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
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation to small business customers

What we offer:

Competitive salary
Robust benefits package
Programs to support work-life balance and well-being
Rewarded for investing in community
Celebrated for being authentic self
Empowered to grow

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker