Relationship Banker - Skyline Area

Wells Fargo Bank•Culpeper, VA

7h•Onsite

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, helping them with everyday banking needs through appointments, lobby engagement, and proactive outreach. Bankers use discovery conversations, planning, digital engagement, and customized deposit, credit, and investment solutions to help customers progress toward financial goals. They also support everyday banking activities, including opening accounts and handling service requests, while building trust and long-term customer relationships in a collaborative branch environment. The position partners with colleagues in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. A temporary Relationship Banker LP (license pending) role may apply until the employee completes licensing and SAFE requirements; successful completion leads to transition into the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. This position is not eligible for visa sponsorship. The role is offered at listed branch locations in Virginia. The base pay range is $27.00–$41.00; pay may vary based on factors such as performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities. The posting end date is December 7, 2026, though the posting may be removed earlier due to applicant volume.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe. SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the listed states where required; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66. Requirements may change with state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the employee’s start date.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing customer needs and recommending products and services for 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.
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 provide tailored banking and credit strategies across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to 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 follow policies and regulations to support risk and control outcomes.
Support customers’ everyday banking activities, including opening accounts and handling service requests.
Build customer credibility and loyalty through proactive engagement, listening, and meaningful discovery conversations.