Relationship Banker Jensen Beach Northside FL

Wells Fargo•Jensen Beach, FL

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 consumer and business customers, including affluent customers, supporting everyday banking needs and helping customers work toward their financial goals. Through scheduled appointments, lobby engagement, and proactive outreach, the Relationship Banker builds lasting customer relationships and recommends customized deposit, credit, and investment solutions. The position also supports account openings and service requests and promotes digital banking options. The Relationship Banker works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The role requires sound judgment, accurate documentation, timely escalation, and adherence to policies and regulations. A temporary Relationship Banker LP (license pending) assignment may apply until the employee completes required licensing and SAFE requirements; employees then transition to the Relationship Banker (SAFE) role. The position requires SAFE registration at employment and the applicable FINRA and state insurance licenses within the designated timeframe. Most Saturdays are included in the schedule. The position is not eligible for visa sponsorship.

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 FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent examination is additionally required within a specified period for hires in listed states, subject to state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Not eligible for visa sponsorship.

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 across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote self-service and mobile banking options to improve customer satisfaction, engagement, and service efficiency.
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.
Successfully completed 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 support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to completion.
Educate customers on 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 applicable policies and regulations to support strong risk and control outcomes.
Support everyday banking activities, including opening accounts and handling service requests.