Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

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, identifying banking product opportunities, analyzing business challenges, and providing financial services consultation.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering full range of Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges related to full-service banking experience
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 customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Successfully completed FINRA Series 6 and Series 63 examinations (or recognized equivalents)
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
Ability to follow policies, procedures, and regulations
High motivation to meet team objectives
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
Ability to interact with integrity and professionalism
Bilingual speaking proficiency in Spanish/English

Nice to have:

Bilingual speaking proficiency in Spanish/English
Experience mentoring and peer-coaching
Business acumen for financial services consultation to small business customers

What we offer:

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

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker