Relationship Banker Austin Northwest District

Wells Fargo Bank•Cedar Park, TX

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and resolving service requests. The Relationship Banker builds customer trust through discovery-led conversations, proactive engagement, and long-term relationship management. Working in a collaborative branch environment, the banker partners with colleagues in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and deliver a coordinated experience. The position emphasizes customer value, informed financial decisions, sound risk management, and compliance. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired in that role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion, they transition to the Relationship Banker (SAFE) role. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee starts. This position 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 required FINRA licenses, including Series 6 and Series 63 or recognized equivalents, and required state insurance license(s), within the designated timeframe.
Securities Industry Essentials (SIE) exam is required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent is required within a specified period in certain states, including Texas; applicable requirements may change with state regulations.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards; additional screening may apply.
Must comply with applicable loan originator 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, 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 promote digital adoption by educating customers on self-service and mobile banking options.
Clear, 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 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 professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through to 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.
Open customer accounts and support everyday banking activities.
Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
Work a schedule that includes most Saturdays.