Relationship Banker Queen Creek and Power

Wells Fargo & Company•Gilbert, AZ

5d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds customer trust and loyalty through discovery conversations and ongoing relationship management. Working in a collaborative branch, the banker partners with colleagues in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. Success depends on proactive engagement, relationship-building, and collaboration that delivers a strong customer experience. 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 when hired into the LP role participate in the Branch Network Licensed Banker program. The position requires active or timely completion of specified FINRA and state insurance licenses, as well as SAFE registration. It is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, 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 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE is also required for applicable FINRA qualifications earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the listed states, subject to applicable state rules.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
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 needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on 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.
Completed FINRA Series 6 and Series 63 examinations (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

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 support retention and balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking, coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
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 comply with policies and regulations.
Open accounts and support everyday banking activities and customer service needs.
Follow applicable risk programs, policies, procedures, and compliance obligations; identify, escalate, and remediate issues as appropriate.