Relationship Banker North Dallas Suburban

Wells Fargo & Company•Plano, TX

3d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as the primary point of contact for customers across segments, including affluent customers, addressing everyday banking needs and helping customers work toward financial goals. Through scheduled appointments, lobby engagement, proactive outreach, planning, and digital engagement, the banker recommends customized deposit, credit, and investment solutions and supports account opening and service requests. The role emphasizes discovery-driven conversations, trust, customer loyalty, and long-term relationship growth. The banker works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and provide integrated solutions. The position also requires sound risk judgment, accurate documentation, adherence to policies and regulations, and effective resolution and escalation of issues. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion of requirements.

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.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be 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 required within a specified period for hires in the listed states, including Texas.
SAFE registration is required at employment; obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator/CFPB requirements.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing 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 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

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 to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through 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 risk and control outcomes.