Relationship Banker Miami Springs FL

Wells Fargo•Miami Springs, FL

6d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The banker serves as the primary contact for customers across all segments, including affluent customers, supporting everyday banking needs through appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. It also supports account openings and service requests, with an emphasis on a seamless customer experience and long-term relationships. The Relationship Banker works collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The role requires strong customer relationship skills, proactive engagement, sound risk judgment, accurate documentation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are successfully completed, after which the employee transitions to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position is located at the Miami Springs Branch in Miami Springs, Florida. It is not eligible for visa sponsorship. The successful candidate must complete and maintain required FINRA and state insurance licenses within designated timeframes and meet SAFE registration and applicable loan originator 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 examinations, or recognized equivalents, and state insurance licenses must be active or completed within a designated timeframe; the SIE is also required for applicable examinations earned after September 30, 2018.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
This position is 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 following through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services to consumer and business customers.
Ability to promote self-service and mobile banking adoption.
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.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, completed sufficiently 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 that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and partner with professionals in Wealth, Home Lending, and Business Banking, setting expectations and taking ownership of qualified opportunities through to outcomes.
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.
Work a schedule that includes most Saturdays.