Relationship Banker - Delaware County District

Wells Fargo•Media, PA

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary point of contact for customers across segments, including affluent customers, helping with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The role supports customers’ financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings and service requests. The Relationship Banker builds customer credibility and loyalty, develops and manages consumer and business relationships, and collaborates with colleagues and partners in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The position works in a collaborative branch environment and requires sound risk judgment, accurate documentation, adherence to policies and regulations, and timely escalation of issues. The Relationship Banker LP (license pending) designation is temporary until the employee completes required licensing and SAFE requirements; successful completion leads to transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed may participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. This position 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.
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for employees hired in the listed states, including Delaware.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to meet ongoing licensing and screening requirements for continued employment.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Experience educating customers about self-service and mobile banking options.
Ability to communicate clearly and confidently, listen with empathy, and 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 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.
Coordinate warm introductions and partner with professionals across Wealth, Home Lending, and Business Banking, 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations to support risk and control outcomes.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses, state insurance licenses, and SAFE registration as applicable.