Relationship Banker Palmer Ranch

Wells Fargo•Sarasota, FL

3d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary contact for customers across segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through discovery conversations, planning, digital engagement, and customized deposit, credit, and investment solutions. The position also supports everyday banking activities, including opening accounts and handling service requests, and partners with colleagues across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. The role is part of a collaborative branch environment and emphasizes customer relationships, consultative expertise, proactive engagement, and risk management. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; upon successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

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, through work or military experience.
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; SIE is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent) examination is required within a specified period; requirements may change based on state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, and applicable Loan Originator/CFPB requirements and Wells Fargo policies.
Not eligible for visa sponsorship.

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 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 promote digital adoption by educating customers about self-service and mobile banking options.
Clear and confident communication, empathetic listening, and the ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Successful completion of 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 support relationships, retention, and balanced growth across deposits, lending, and investments.
Coordinate warm introductions and integrated solutions with professionals in Wealth, Home Lending, and Business Banking, set expectations, and take ownership of qualified opportunities through to outcomes.
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, use sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations and participate in proactive monitoring, identification, escalation, and remediation of issues.