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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Hollywood

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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, assessing needs, offering banking products and services, and providing financial consultation.

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 and connect customers
  • Partner with financial advisors for 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 customer needs or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Successfully completed FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining 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, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to meet team objectives
  • Experience mentoring and peer-coaching
  • Experience assessing customer needs and recommending products/services
  • Business acumen to provide financial services consultation
  • Knowledge of financial services consumer lending products
  • Ability to educate customers on technology and mobile banking
  • Ability to interact with integrity and professionalism

Nice to have:

  • 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
  • Experience mentoring and peer-coaching
What we offer:
  • Competitive salary
  • Robust benefits package
  • Programs to support work-life balance and well-being
  • Community investment rewards
  • Recognition for authentic self
  • Career growth opportunities

Additional Information:

Job Posted:
August 22, 2025

Expiration:
August 24, 2025

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