Relationship Banker Southeast Gulf Coast

Wells Fargo Bank • League City, TX

1d • Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for everyday banking needs across customer segments, including affluent customers, using scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling everyday banking activities such as opening accounts and responding to service requests.

The Relationship Banker builds trust and long-term customer relationships through discovery-led conversations, tailored recommendations, and proactive engagement. Working collaboratively in a branch, the banker coordinates with colleagues in Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. The role also promotes digital banking, resolves customer inquiries within authorized limits, documents actions, follows up, and meets risk, compliance, and control requirements.

The Relationship Banker LP (license pending) role is temporary until the employee completes the required 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 successful completion. Required FINRA and state insurance licenses must be obtained and maintained within the applicable timeframe for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role is subject to enhanced financial fitness and criminal background standards, and it is not eligible for visa sponsorship.

Potential locations are 8401 Broadway St, Pearland, and 710 E Main St, League City. The schedule will include most Saturdays.

Requirements

• At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
• 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.
• Obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents) and required state insurance licenses within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
• SAFE registration is required at the time of employment.
• Meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
• Visa sponsorship is not available for this position.

Nice To Haves

• Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
• Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth.
• 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.
• Clear, confident communication, empathetic listening, and an 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 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, improve retention, and support balanced growth across deposits, lending, and investments.
• Coordinate warm introductions and integrated solutions with professionals in Wealth, Home Lending, and Business Banking; set clear expectations and take ownership of converting qualified opportunities into 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 follow applicable policies and regulations to support strong risk and control outcomes.
• Support customers with everyday banking activities, including opening accounts and handling service requests.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed