Relationship Banker - Delaware South District

Wells Fargo Bank•Newark, DE

8d•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, supporting everyday banking needs and helping customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. Work includes scheduled appointments, lobby engagement, proactive outreach, account openings, service requests, and referrals to colleagues. The Relationship Banker builds customer relationships through discovery-led conversations, tailored recommendations, and follow-through. The role works collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate integrated solutions and deliver a consistent customer experience. The position also promotes digital banking, resolves service inquiries within authorized limits, documents actions, and follows risk, control, and compliance requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees 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 the requirements. The role requires active or timely completion of applicable FINRA licenses and state insurance licenses, as well as SAFE registration at the time of employment. Additional licensing requirements depend on state regulations. Employees must meet enhanced financial fitness and criminal background standards. The position is not eligible for visa sponsorship. The role is based at one of the listed Delaware locations: Newark, Dover, or Rehoboth Beach.

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 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
For specified states, including Delaware, FINRA Series 65 (or equivalent) must also be attempted within a specified period.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards.
Must meet Loan Originator/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Must be able to satisfy applicable ongoing FINRA licensing requirements for continued employment.

Nice To Haves

Proven 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.
Experience assessing needs and recommending products and services for consumer and business customers.
Experience promoting self-service and mobile banking adoption.
Ability to communicate clearly and confidently, listen with empathy, and 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 recommend tailored banking and credit strategies.
Strengthen customer relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and follow opportunities through to outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Support everyday banking activities, including opening accounts and handling service requests.
Make appropriate referrals to colleagues and partners to address customer needs.