Wells Fargo
Financial Services
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker at Wells Fargo. Skills: Relationship building, Sales, Customer service. Build relationships with customers. Understand customer needs”
Industry & Context.
SAFE Mortgage Licensing Act compliance, Loan Originator requirements
What They're Looking For.
Must Have
2+ years customer service experience, 1+ year assessing customer needs, 1+ year building customer relationships
Nice to Have
FINRA Series 6 and 63, State Insurance license(s), Customer service focus, Proactively sourcing customers, Business acumen for small business, Educate customer to technology
What You'll Do.
Build relationships with customers
Understand customer needs
Offer retail banking products
Offer credit products
Analyze business challenges
Present recommendations for inquiries
Create follow-up plans
Provide information to partners
Connect customer with partners
Introduce customers to partners
Provide digital banking options
Offer dwelling secured transaction
How You'll Work.
Team & Collaboration
Partner with financial advisors
Full Job Description
Job Description **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In this role you will:** * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed l
Applying for this Relationship Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Wells Fargo?
Real rants from real employees. Read before you apply.