Relationship Banker - Northwest Maryland District

Wells Fargo•Baltimore, MD

1d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as the primary point of contact for everyday banking needs across customer segments, including affluent customers, through appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account opening and service requests. The position builds customer trust and long-term relationships through discovery conversations, consultative advice, and collaboration with branch colleagues and partners in Wealth, Home Lending, and Business Banking. The role is well suited to professionals seeking a long-term career in financial services and the opportunity to deepen consultative expertise as customers’ financial needs evolve. Relationship Banker LP (license pending) is a temporary role until licensing and SAFE requirements are successfully completed; employees then transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position is based at one of the listed Maryland branch locations. Employees must be able to work a schedule that includes most Saturdays. The role requires applicable FINRA and state insurance licenses within a designated timeframe, as well as SAFE registration at employment. Continued employment requires obtaining and maintaining required FINRA licenses. 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, education, or a combination of these.
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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
For applicable FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for employees hired in the states listed in the posting, including Maryland; requirements may change with state regulations.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards, including applicable loan originator requirements.
Ability to work a schedule that includes most Saturdays.
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 across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
Clear, confident communication; empathetic listening; and the 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 (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 by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through to 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 adhere to policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.