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Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
Job Responsibility:
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Partner with a team across Wealth, Home Lending, and Business Banking to deliver integrated solutions
Champion digital adoption by educating customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Requirements:
2+ years of customer service experience, or equivalent demonstrated through 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
Nice to have:
Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Champion digital adoption by educating customers on self-service and mobile banking options
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience in one or more of consumer, home lending, business banking, or investments
Successfully completed FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance