Relationship Banker Woodinville

Wells Fargo Bank•Woodinville, WA

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The position 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 Relationship Banker helps customers pursue financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery conversations and long-term partnerships. It operates in a collaborative branch environment and coordinates with colleagues and partners across Wealth, Home Lending, and Business Banking to meet customer needs and provide an integrated experience. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; employees then transition to the Relationship Banker (SAFE) role. Employees 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, demonstrated 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 (or recognized equivalents) and state insurance license(s) must be active or completed within a designated timeframe.
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 AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, 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.
Must meet enhanced financial fitness and criminal background standards; continued employment requires obtaining and maintaining required FINRA licenses.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking.
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 deliver 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 to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to completion.
Educate customers on 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 customers with everyday banking activities, including opening accounts and handling service requests.