Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Portland ▼
Clackamas
Gresham
Lake Oswego
Milwaukie

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for the National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building customer relationships, offering banking products and services, analyzing business challenges, and providing excellent customer service in a branch banking environment.

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 experience
Present recommendations for resolving customer 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
FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
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 completion within specified period
For certain states: FINRA Series 65 (or equivalent) examination
Successful completion of licensing requirements and SAFE registration

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with multi-system transaction experience
Proactive relationship building skills
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Experience making client calls
Knowledge of retail compliance controls, risk management, and loss prevention
Mentoring and peer-coaching experience
Experience assessing customer needs and recommending products
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on mobile banking options
Professional interaction with integrity

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Celebration of authentic self
Empowerment for growth
Recognition as top financial services employer

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker