Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Newtown

Category:
Finance

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) to join the Consumer, Small & Business Banking division. Responsibilities include building customer relationships, identifying banking product opportunities, analyzing customer challenges, and providing financial advisory services. This role requires licensing according to SAFE Act and adherence to financial regulations.

Job Responsibility:

Participate in building relationships with customers and understanding their needs
Identify opportunities for Wells Fargo retail banking deposit and credit products
Analyze challenges related to full-service banking experience for high-value customers
Present recommendations for resolving customer inquiries
Open and service accounts and plan follow-ups with customers
Provide information to internal partners and external sources
Connect customers with appropriate partners or relationship managers
Partner with financial advisors to address investment or retirement needs
Educate and connect customers to self-service digital banking options.

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
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
Ability to work a schedule that may include most Saturdays
State Insurance license(s) are required and must be completed within a specified period
Adherence to Wells Fargo sales practices risk management culture
SAFE registration at the time of employment
Meeting Consumer Financial Protection Bureau qualification requirements
Compliance with Wells Fargo policies
Enhanced financial fitness and criminal background standards.

Nice to have:

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient at sourcing, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to follow policies, procedures, and regulations
High motivation with ability to meet team objectives
Experience mentoring and peer-coaching.

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement.

Additional Information:

Job Posted:
August 19, 2025

Expiration:
August 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker