Relationship Banker St. Petersburg

Wells Fargo•Saint Petersburg, FL

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through appointments, lobby engagement, and proactive outreach. Relationship Bankers help customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings, service requests, and other everyday banking activities. The position focuses on building trust and long-term customer relationships through discovery conversations, tailored advice, and follow-through. Relationship Bankers collaborate with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role also promotes digital banking, resolves customer inquiries within authorized limits, and maintains accurate documentation and sound risk and compliance practices. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees in that 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 FINRA and state insurance licenses must be active or completed within the designated timeframe. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the employee’s start date. This 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 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.
For hires in the specified states, Series 65 or an equivalent examination must be attempted within a specified period, subject to state requirements and the stated Wyoming exception.
SAFE registration is required at the time of employment; loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies.
Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
This position is 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 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 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 professionals in Wealth, Home Lending, and Business Banking 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.