Relationship Banker Summit District CO

Wells Fargo & Company•Applewood, CO

1d•$25 - $38•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 customers across all segments, including affluent customers, supporting everyday banking needs and helping customers make progress toward financial goals. Through scheduled appointments, lobby engagement, proactive outreach, planning, and digital engagement, the banker recommends customized deposit, credit, and investment solutions and supports activities such as opening accounts and resolving service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. The role works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated solutions. Employees in the Relationship Banker LP (license pending) role remain in that temporary role until they successfully complete licensing and SAFE requirements, after which they transition to Relationship Banker (SAFE). The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and compliance with applicable screening and regulatory requirements. Visa sponsorship is not available. The position is based in Applewood, Colorado. The stated base pay range is $25.00–$38.00; employees may also be eligible for incentive opportunities. The schedule includes 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 of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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, are required for the role. For relevant FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the states listed in the posting; state requirements may change.
Required FINRA licenses must be obtained and maintained for continued employment.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date.
Must meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements and Wells Fargo policies.
This position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and 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 for consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
Clear, confident communication; empathetic listening; and the ability to 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 (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 support retention and balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through completion.
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 policies and regulations to support risk and control outcomes.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and support timely issue escalation and remediation.