Relationship Banker Powers and Constitution Colorado Springs

Wells Fargo Bank•Colorado Springs, CO

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The Relationship Banker serves customers across all segments, including affluent customers, as a primary contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and resolving service requests. The position builds customer credibility and loyalty through discovery-based conversations, proactive engagement, and long-term relationship management. It operates in a collaborative branch environment, partnering with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and deliver a differentiated experience. The role requires sound judgment, accurate documentation, policy and regulatory compliance, and timely escalation of issues. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees hired into the LP role 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 active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role 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.
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 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
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. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
This position is 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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on 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.
Successfully 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, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking 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 promote digital adoption, satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.
Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely manner.