Relationship Banker Willow Creek and Sandretto

Wells Fargo & Company•Prescott, AZ

4d•Onsite

About The Position

Wells Fargo is hiring 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 scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The role focuses on building credibility, loyalty, and long-term customer relationships through discovery conversations and tailored advice. It involves collaborating with colleagues and partners across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and provide a differentiated experience. The position is based at the Willow Creek Road branch in Prescott, Arizona. 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 licenses must be obtained and maintained for continued employment. The role 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 work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe; SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is additionally required within a specified period for hires in the listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Meet applicable enhanced financial fitness, criminal background, and loan-originator requirements.
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 communicate clearly and confidently, listen with empathy, and 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

Acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and collaborate with professionals in Wealth, Home Lending, and Business Banking; set clear 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues appropriately.