Relationship Banker East Ridge

Wells Fargo & Company • Clermont, FL

2d • Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The position 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 handling account openings and service requests.

The role focuses on building trust, loyalty, and long-term customer relationships through discovery conversations, consultative guidance, and tailored solutions. The banker works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and provide an integrated customer experience. The role also promotes digital banking adoption and supports risk and compliance controls through accurate documentation, sound judgment, and timely escalation.

The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. 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 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.
• Ability to work a schedule that includes most Saturdays.
• Required FINRA Series 6 and Series 63 examinations, or recognized equivalents, and State Insurance license(s), either 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.
• FINRA Series 65 or equivalent is additionally required within a specified period for hires in the listed states, subject to applicable state rules; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
• Required FINRA licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
• SAFE registration is required at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
• The 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, documenting 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 promote 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.
• 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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Partner with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions, coordinate warm introductions, set expectations, and take 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 comply with applicable policies and regulations.
• Support the company’s risk programs and compliance obligations, including monitoring, identifying, escalating, and remediating issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed