Relationship Banker Twin Lakes Branch

Wells Fargo & Company•Las Vegas, NV

9d•$24 - $35

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled 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 role builds customer credibility and loyalty through discovery conversations and collaborates with colleagues to provide appropriate referrals and integrated solutions. Success depends on proactive customer engagement, relationship-building, and collaboration with Wealth, Home Lending, and Business Banking partners. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successfully completing the requirements. Required licenses and registrations must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. Additional FINRA examinations may apply depending on the state. The position 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 experience demonstrated through work, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
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 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe.
For applicable FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, Series 65 (or equivalent) must be attempted within a specified period; requirements may change based on state regulations.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards; required FINRA licenses must be obtained and maintained for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and 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 to 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.
Completion of FINRA Series 6 and Series 63 examinations (or recognized equivalents) sufficient for immediate FINRA registration.
State insurance license(s).

Responsibilities

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 across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers on self-service and mobile banking options to promote digital adoption, 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 adhere to applicable policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and support proactive risk monitoring, identification, escalation, and remediation.