Relationship Banker North Monroe

Wells Fargo & Company•Tallahassee, FL

3d•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 everyday banking needs across customer segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. The position also supports everyday banking activities, including opening accounts and handling service requests, while building customer credibility and loyalty through discovery conversations and ongoing relationships. The role operates in a collaborative branch environment and partners with colleagues across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. The position is designed for professionals seeking a long-term career in financial services and involves proactively acquiring, managing, and growing consumer and business customer relationships. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; upon successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. The position is based at 1201 N Monroe St, Tallahassee, Florida 32303. The schedule will include most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at employment. 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.
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 specified states, FINRA Series 65 or an equivalent examination is required within a specified period; Wyoming permits referral-only licensed bankers to receive IAR registration without the Series 65/66.
Obtain and maintain required FINRA licenses for continued employment; 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.
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, 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 educate customers about self-service and mobile banking options to improve 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.
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 deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking options to promote digital adoption, 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 adhere to policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; and support proactive monitoring, risk identification, escalation, and remediation.