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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.
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 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
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
Proven ability to source, acquire, and deepen relationships through proactive outreach
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
Successfully completed FINRA Series 6 and Series 63 examinations