Wells Fargo
Financial Services
RelationshipBanker(SAFE)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker (SAFE) at Wells Fargo. Skills: Relationship management, Sales, Customer service. Acquire, manage, and grow customer relationships. Lead discovery conversations”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction, engagement, and service efficiency; Support control outcomes
Industry & Context.
Issue resolution
Meet enhanced financial fitness standards, Meet criminal background standards, FINRA registration required, Loan Originator requirements, Comply with CFPB requirements, Credit report review
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
Proven ability to source, acquire, and deepen relationships, Knowledge of book of business management, Experience assessing needs and recommending products, Demonstrated ability to communicate clearly and confidently, 1+ year financial services experience, Successfully completed FINRA Series 6 and 63 examinations, State Insurance license(s)
What You'll Do.
and grow customer relationships
Lead discovery conversations
Understand customer goals
Deliver tailored banking and credit strategies
Strengthen relationships
Drive balanced growth
Partner with professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Take personal ownership
Convert qualified opportunities
Champion digital adoption
Educate customers on self-service
and service efficiency
Resolve account inquiries
Handle service requests
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
Adhere to policies and regulations
How You'll Work.
Team & Collaboration
Collaborative branch environment; Partnering with colleagues; Partners across Wealth, Home Lending, and Business Banking
Communication Scope
Discovery conversations; Presentations
Full 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](https://www.wellsfargojobs.com/en/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 five on the 2026 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) 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 mo
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