Relationship Banker Miami Shores FL

Wells Fargo • Miami Shores, FL

17h • 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, 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 customized deposit, credit, and investment solutions, while supporting account opening and service requests.

The position focuses on building credibility, loyalty, and long-term customer relationships through discovery conversations, consultative guidance, and appropriate referrals. The banker works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to provide integrated solutions. The role also requires sound risk judgment, accurate documentation, regulatory compliance, and effective escalation of issues.

The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are successfully completed, after which employees transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable financial fitness and background standards. Visa sponsorship is not available.

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 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 examinations, or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• FINRA Series 65 or equivalent is required within a specified period in certain states listed in the posting; requirements may change with state regulations.
• SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date.
• Obtaining and maintaining required FINRA licenses is necessary for continued employment.
• Must meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements.
• Not eligible for visa sponsorship.

Nice To Haves

• Ability to source, acquire, and deepen customer 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 promote self-service and mobile banking options to improve customer satisfaction, engagement, and service efficiency.
• Clear and 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.
• Successfully 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, increase retention, and support balanced growth across deposits, lending, and investments.
• Partner with professionals in Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking 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 risk and compliance standards through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
• Support everyday banking needs, including opening accounts and handling service requests.
• Follow applicable risk programs, policies, and procedures; identify, escalate, and help remediate issues.

What This Job Offers

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