Relationship Banker- Roanoke Area

Wells Fargo Bank•Roanoke, VA

1d•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 and helping customers progress toward financial goals. Work includes scheduled appointments, lobby engagement, proactive outreach, financial discovery conversations, digital engagement, and customized deposit, credit, and investment solutions. The banker also supports everyday activities such as opening accounts and handling service requests. The role builds customer credibility and loyalty through consultative conversations and long-term relationship management. In a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The position is suited to professionals seeking to develop a long-term career in financial services and expand their consultative expertise. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role upon successful completion. Continued employment requires obtaining and maintaining required FINRA licenses. SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee starts. The role 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.
Active or timely completion of FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and State Insurance license(s).
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state requirements; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards, as well as applicable LO/CFPB requirements for loan originators.
Obtain and maintain required FINRA licenses for continued employment.

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 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 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 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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to completion.
Encourage digital adoption by educating customers about self-service and mobile banking options.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Support everyday banking activities, including opening accounts and handling service requests.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs and Wells Fargo policies, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.