Relationship Banker North Lakeline

Wells Fargo•Cedar Park, TX

3d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while supporting everyday banking activities such as opening accounts and handling service requests. The position builds customer credibility and loyalty through discovery conversations, relationship development, and collaboration with partners across Wealth, Home Lending, and Business Banking. It requires proactive engagement, sound risk judgment, adherence to policies and regulations, accurate documentation, and appropriate escalation of issues. Employees hired into the Relationship Banker LP (license pending) role remain in that temporary role until completing licensing and SAFE requirements, after which they transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The role is based at 920 N Lakeline Blvd, Cedar Park, Texas. The schedule includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; SAFE registration is required at employment. The position is not eligible for visa sponsorship.

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 a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, or WY, FINRA Series 65 or equivalent is also required within a specified period, subject to the stated Wyoming exception and current state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements; ongoing screening may apply.
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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking.
Clear, 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.
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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and convert qualified opportunities into completed 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 policies and regulations to support risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk obligations and escalate and remediate issues effectively.