Relationship Banker - Southwest WA

Wells Fargo•Puyallup, WA

1d•$27 - $41•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 banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also supporting account opening and service requests. The position emphasizes discovery-led customer conversations, trusted long-term relationships, and collaboration with colleagues and partners across Wealth, Home Lending, and Business Banking. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who are not fully licensed will participate in the Branch Network Licensed Banker program, then transition to the Relationship Banker (SAFE) role after successful completion. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment. The role also requires meeting enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The position is based at one of the listed branch locations in Auburn or Puyallup, Washington. The schedule will include most Saturdays. The base pay range is $27.00–$41.00; employees may also be eligible for incentive opportunities. Wells Fargo provides eligible employees a comprehensive benefits package.

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.
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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
For hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable state requirements.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Must be authorized to work without visa sponsorship; the position is not eligible for visa sponsorship.

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 across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking options.
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.
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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set clear expectations, and take ownership of qualified opportunities through to closure.
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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and support proactive risk monitoring, identification, escalation, and remediation.