Relationship Banker | Market Place Branch

Wells Fargo Bank•Christiansburg, VA

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary contact for consumer and business customers, including affluent customers, helping them with everyday banking needs and supporting their financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. Responsibilities also include opening accounts, resolving service requests, and providing a seamless customer experience. The Relationship Banker builds customer trust and long-term relationships through proactive outreach, thoughtful discovery, and appropriate referrals. Working collaboratively in a branch, the banker coordinates with partners in Wealth, Home Lending, and Business Banking to connect customers with integrated solutions and follow opportunities through to outcomes. The role also promotes digital banking tools and maintains accurate documentation while following policies, regulations, and risk controls. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. Required FINRA and state insurance licenses must be obtained and maintained within applicable timeframes. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the start date. The position requires enhanced financial fitness and criminal background screening and is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to obtain and maintain FINRA Series 6 and Series 63 licenses, or recognized equivalents, and required state insurance licenses within the designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent is required within a specified period in certain states; state requirements may change.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and following 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 promote self-service and mobile banking options to customers.
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 FINRA-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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with colleagues in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about 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 adhere to policies and regulations.
Support everyday banking activities, including opening accounts and handling customer service requests.
Work a schedule that includes most Saturdays.