Relationship Banker - Huntsville, AL

Wells Fargo•Huntsville, AL

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, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings and service requests. The role builds customer credibility and loyalty through discovery conversations, proactive relationship management, and collaboration with colleagues. It partners with professionals across Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The position is suited to professionals seeking to develop a long-term career in financial services and support customers as their needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. 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 successfully completing the requirements. FINRA and state insurance licenses must be obtained and maintained within designated timeframes. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. 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, education, or a combination of these.
At least 1 year assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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 within a specified period for hires in the listed states, including Alabama; state requirements may change.
Ability to obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
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, documentation of 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 educate customers on self-service and mobile banking options to increase digital adoption.
Clear, 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 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 develop tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, set clear expectations, and take ownership of converting qualified opportunities into closed 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 in a timely manner, and follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, and fulfill related monitoring, escalation, and remediation obligations.