Relationship Banker Southeast Gulf Coast

Wells Fargo & Company•Pearland, TX

1d•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. The Relationship Banker helps customers make progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. The role builds credibility and long-term customer relationships through discovery conversations, proactive engagement, and collaboration in a branch team. Relationship Bankers partner with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and referrals. The position requires risk-aware service, accurate documentation, sound judgment, and adherence to policies and regulations. The Relationship Banker LP (license pending) is a temporary role until the employee completes licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role and, if not already fully licensed, participates in the Branch Network Licensed Banker program.

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, 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 a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or an equivalent examination is required within a specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator and CFPB requirements and Wells Fargo policies.
Ability to meet ongoing FINRA licensing requirements for continued employment.
This position is 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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to champion digital adoption by educating customers on self-service and mobile banking options.
Clear and 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 examinations, or recognized equivalents, sufficient to qualify 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 that support relationship growth and retention 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 on self-service and mobile banking options to support 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 follow policies and regulations to support strong risk and control outcomes.
Work a schedule that includes most Saturdays.