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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. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.
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 of professionals across Wealth, Home Lending, and Business Banking
Champion digital adoption by educating customers on self-service and mobile banking options
Resolve account inquiries and service requests
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation
Serve as primary point of contact for everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach
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 will include most Saturdays
FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
For certain states, FINRA Series 65 (or equivalent) examination required
Obtaining and maintaining required FINRA licenses
SAFE registration required at time of employment
This position is not eligible for Visa sponsorship
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
Experience assessing needs and recommending products and services for consumer and business customers
Champion digital adoption
Demonstrated ability to communicate clearly and confidently
1+ year of financial services experience in consumer, home lending, business banking, or investments
Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
What we offer:
robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being