Relationship Banker Western Polk Highlands

Wells Fargo•Auburndale, FL

7d•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 consumer and business customers, including affluent customers, providing everyday banking support and helping customers progress toward financial goals through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and tailored deposit, credit, and investment solutions. The banker opens accounts, handles service requests, and delivers a seamless customer experience while building credibility, loyalty, and long-term relationships through discovery-led conversations. The role works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. Success depends on proactive customer engagement, relationship-building, sound judgment, and adherence to risk and compliance requirements. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed, after which employees transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position requires working a schedule that includes most Saturdays. Required securities and insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at employment. Additional licensing requirements may apply depending on the state. The position 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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 recognized equivalents, and state insurance license(s), active or completed within a designated timeframe; the SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent examination within a specified period if hired in a listed state, subject to applicable state rules.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration required at the time of employment; Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo 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 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 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, coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through completion.
Educate customers on 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate issues and support remediation.