Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Chesapeake

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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, and providing full-service banking experience to emerging affluent and high-value customers.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for 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 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
Ability to work a schedule that may include most Saturdays
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required or must be completed within a specified period
State Insurance license(s) are required and must be completed within a specified period
This position is not eligible for Visa sponsorship

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
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
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authentic self
Empowerment for growth

Additional Information:

Job Posted:
September 23, 2025

Expiration:
September 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker