Relationship Banker Rio Pinar Orlando FL

Wells Fargo Bank•Orlando, FL

4d•Onsite

About The Position

Wells Fargo is seeking 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, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through discovery conversations, planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty by understanding needs, recommending appropriate solutions, and collaborating with colleagues and partners across Wealth, Home Lending, and Business Banking. The position is based in a collaborative branch environment and includes ongoing coaching. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; employees who successfully complete these requirements transition 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 requires required FINRA and state insurance licensing, as well as SAFE registration. Continued employment depends on obtaining and maintaining required FINRA licenses. The role is not eligible for visa sponsorship and requires meeting enhanced financial fitness and criminal background standards.

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.
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 license(s), active or completed within a designated timeframe. For FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
Series 65 (or equivalent) is also required within a specified period for hires in the listed states, subject to applicable state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without the Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Meet enhanced financial fitness and criminal background standards, as well as applicable LO/CFPB requirements and Wells Fargo policies for loan originators.
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 practices, documenting planning conversations, and following 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.
Ability to promote digital adoption by educating customers on self-service and mobile banking options.
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.
Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-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 deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Promote digital adoption by educating customers about self-service and mobile banking options.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk programs, policies, procedures, and compliance obligations; identify, escalate, and remediate issues appropriately.