Relationship Banker Gastonia

Wells Fargo•Gastonia, NC

8d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network in Gastonia, North Carolina. 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 pursue financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and resolving service requests. The position focuses on acquiring, managing, and growing consumer and business relationships through discovery-based conversations, tailored strategies, and coordinated referrals to Wealth, Home Lending, and Business Banking colleagues. Relationship Bankers promote digital banking, document customer interactions, follow up on opportunities, and maintain appropriate risk and compliance practices. The work takes place in a collaborative branch environment with coaching and partner support. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires SAFE registration at employment and required FINRA and state insurance licenses within designated timeframes. Continued employment depends on maintaining required FINRA licenses. The 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 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.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), 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.
For specified states, FINRA Series 65 or an equivalent examination must be attempted within a specified period; requirements may change with state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards, including applicable loan originator requirements and Wells Fargo policies.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer 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 customer needs and recommending products and services for consumer and business customers.
Ability to promote self-service and mobile banking to improve customer satisfaction, engagement, and service efficiency.
Clear, 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 FINRA-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 Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to closure.
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.
Follow applicable risk and compliance programs, policies, and procedures, and support proactive monitoring, risk identification, escalation, and remediation.
Work a schedule that includes most Saturdays.