Relationship Banker East Park

Wells Fargo Bank•Lincoln, NE

23h•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, addressing everyday banking needs through appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers pursue financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The position focuses on building customer credibility, loyalty, and lasting relationships through discovery-based conversations and tailored solutions. The banker works collaboratively in a branch with colleagues and partners in Wealth, Home Lending, and Business Banking, making appropriate referrals and helping customers navigate increasingly complex financial needs. The Relationship Banker LP (license pending) position is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role upon 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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; 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.
Series 65 or equivalent examination 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 applicable state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards, including applicable LO/CFPB requirements for loan originators and Wells Fargo 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, documenting 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 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.
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 support retention and balanced growth across deposits, lending, and investments.
Coordinate warm introductions and partner with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions, set expectations, and take ownership of qualified opportunities through 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 comply with policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and identify, escalate, and remediate issues.