Relationship Banker Triangle Southwest District

Wells Fargo•Raleigh, NC

1d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary contact for customers across all segments, including affluent customers, addressing everyday banking needs and helping customers progress toward financial goals through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and tailored deposit, credit, and investment solutions. The banker also supports routine banking activities such as opening accounts and handling service requests. The position focuses on building lasting customer relationships through discovery-driven conversations, consultative advice, and proactive relationship management. The banker collaborates with colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated solutions in a team-oriented branch environment. The role also promotes digital banking, resolves customer inquiries within authorized limits, and follows risk, compliance, documentation, and escalation requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements; successful completion leads to transition 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. Required FINRA and state insurance licenses must be active or completed within the 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 start date. This role is not eligible for visa sponsorship. The schedule will include most Saturdays.

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 work a schedule that includes most Saturdays.
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.
FINRA Series 65 or equivalent is also 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 applicable state regulations. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and additional ongoing screening may apply.
Must be authorized to work without visa sponsorship; the 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, 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 digital adoption by educating customers about self-service and mobile banking.
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.
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 in Wealth, Home Lending, and Business Banking to deliver integrated solutions through warm introductions, clear expectations, and personal ownership of qualified opportunities through 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 risk and compliance standards through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify and escalate issues and support remediation.