Relationship Banker Reedy River District

Wells Fargo & Company•Greenville, SC

19h•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as their primary point of contact for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests, while delivering a seamless experience. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term partnerships. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to identify and coordinate appropriate solutions and referrals. Success relies on relationship-building, sound judgment, and an ability to support informed customer decisions. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees then transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the employee’s start date. The position is not eligible for visa sponsorship.

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, demonstrated through work or military experience.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 examinations, or FINRA-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.
FINRA Series 65 or equivalent is also required within a specified period 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, and WY, subject to state requirements. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtain and maintain required FINRA licenses for continued employment.
Meet enhanced financial fitness and criminal background standards; additional ongoing screening may apply.
Meet Loan Originator/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
SAFE registration is required at the time of employment.
Visa sponsorship is not available.

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 across deposits, lending, and investments.
Experience assessing 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 options.
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 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.
Partner with Wealth, Home Lending, and Business Banking professionals 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk obligations; and escalate and remediate issues effectively.
Work a schedule that includes most Saturdays.