Relationship Banker - Metro Philadelphia District

Wells Fargo Bank•Philadelphia, PA

6d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network in the Metro Philadelphia District. The role serves as a primary point of contact for customers across all segments, including affluent customers, providing everyday banking support and helping customers work toward financial goals through scheduled appointments, lobby engagement, and proactive outreach. It combines relationship development and customized deposit, credit, and investment solutions with everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds trust through discovery-driven conversations, proactive engagement, and collaboration with colleagues and partners in Wealth, Home Lending, and Business Banking. The role supports digital banking adoption, resolves inquiries within authorized limits, and follows risk, documentation, policy, and regulatory requirements. Employees who begin in the Relationship Banker LP (license pending) role remain in that temporary role until they complete licensing and SAFE requirements, after which they transition to the Relationship Banker (SAFE) role. Unlicensed employees participate in the Branch Network Licensed Banker program. The role is based at one of the listed Wells Fargo branch locations in Philadelphia, Pennsylvania. The schedule will include most Saturdays. Required licenses and registrations must be obtained and maintained within applicable timeframes; continued employment requires maintaining required FINRA licenses. The role requires enhanced financial fitness and criminal background standards and 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.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards; required FINRA licenses must be obtained and maintained for continued employment.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
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, documentation of planning conversations, and consistent follow-through to support retention and balanced growth.
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 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.
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 across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to closed outcomes.
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.
Support a strong risk-mitigating and compliance-driven culture by following applicable risk programs, policies, procedures, and obligations.