Relationship Banker Palm Beach North FL District

Wells Fargo•Tequesta, FL

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. It supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling everyday banking activities such as opening accounts and resolving service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, tailored recommendations, and ongoing relationship management. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate referrals and integrated solutions. The temporary Relationship Banker LP (license pending) role applies until the employee completes licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. The position requires active or timely completion of required FINRA examinations and state insurance licenses, SAFE registration, and compliance with applicable financial fitness, background, and regulatory standards. The role 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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.
Securities Industry Essentials (SIE) examination if a FINRA qualification examination was earned after September 30, 2018.
FINRA Series 65 examination or equivalent within a specified period if hired in one of the listed states requiring it; Wyoming has an exception for referral-only licensed bankers.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
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 self-service and mobile banking to improve customer satisfaction, engagement, and service efficiency.
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 by coordinating warm introductions, setting clear 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, policies, and procedures; fulfill risk and compliance obligations; and participate in proactive monitoring, issue escalation, and remediation.