Relationship Banker Carle Place

Wells Fargo•Carle Place, NY

3d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The position focuses on building customer credibility, loyalty, and long-term relationships through discovery conversations, proactive engagement, and collaboration. The banker works with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated solutions. The role also requires disciplined risk management, accurate documentation, sound judgment, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees who successfully complete those requirements transition to the Relationship Banker (SAFE) role. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The position is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, FINRA Series 65 or equivalent is required within a specified period, subject to applicable state regulations.
Obtain and maintain required FINRA licenses for continued employment.
Meet enhanced financial fitness and criminal background standards, as well as applicable SAFE, loan originator, and CFPB requirements.
This position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to educate customers about self-service and mobile banking options.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through to completion.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support risk and control outcomes.