Relationship Banker - Huntsville, AL

Wells Fargo Bank•Huntsville, AL

1d•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 segments, including affluent customers, supporting everyday banking needs through appointments, lobby engagement, and proactive outreach. The banker helps customers make progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, consultative advice, and ongoing relationship management. Working in a collaborative branch environment, the banker partners with colleagues in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated customer solutions. The position emphasizes customer engagement, digital adoption, risk management, sound judgment, and compliance. The Relationship Banker LP (license pending) role is temporary until the employee 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 licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. This 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 obtain and maintain required FINRA licenses and State Insurance license(s) within the designated timeframe, including Series 6 and Series 63 or recognized equivalents; the SIE is also required for applicable exams earned after September 30, 2018.
For hires in specified states, Series 65 or an equivalent examination is required within a specified period, subject to state requirements.
SAFE registration is required at the time of employment.
Ability to work a schedule that includes most Saturdays.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Must be authorized to work without visa sponsorship; the 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, 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.
Experience promoting 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.
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 provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption, improve engagement, and increase 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.
Support customers with everyday banking activities, including opening accounts and handling service requests.