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, Customer acquisition, Financial advice. Acquire, manage, and grow customer relationships. Lead discovery-driven conversations”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth
Industry & Context.
Issue resolution
Work Saturdays, Obtain FINRA licenses, Maintain FINRA licenses, Meet financial fit
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 relationships, Book of business management knowledge, Experience assessing needs, 1+ year financial services experience, FINRA Series 6 and Series 63, State Insurance license(s)
What You'll Do.
and grow customer relationships
Lead discovery-driven conversations
Deliver tailored banking strategies
Strengthen relationships
Drive balanced growth
Partner with professionals
Deliver integrated solutions
Coordinate warm introductions
Set clear expectations
Convert qualified opportunities
Champion digital adoption
Educate customers on self-service
Resolve account inquiries
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
How You'll Work.
Team & Collaboration
Collaborative branch environment; Partnering with colleagues; Team of professionals
Communication Scope
Discovery conversations; Clear expectations; Warm introductions
Full Job Description
**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 most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time. **In this role you will:** * Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships * Lead discovery‑driven conversations to understand custom
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