Relationship Banker - Fashion Square

Wells Fargo Bank•Charlottesville, VA

8d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for everyday banking needs and supports customers across all segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers make progress 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 resolving service requests. The role builds customer credibility and loyalty through discovery conversations, proactive engagement, and lasting relationships. Working in a collaborative branch environment, the Relationship Banker coordinates with colleagues and partners across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated customer solutions. The position is suited to professionals looking to develop a long-term career in financial services and deepen their consultative expertise. The Relationship Banker LP (license pending) role is temporary until the employee completes 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 upon successful completion. This 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.
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. FINRA qualification exams earned after September 30, 2018 also require the Securities Industry Essentials (SIE) exam.
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, FINRA Series 65 (or equivalent) is required within a specified period, subject to current state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Meet enhanced financial fitness and criminal background standards; the FINRA review process begins after an offer is accepted.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee's start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply.

Nice To Haves

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 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 and 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 examinations (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State Insurance license(s).

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships through proactive engagement.
Lead discovery-driven conversations to understand customer goals and recommend 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 partners across Wealth, Home Lending, and Business Banking, setting clear expectations and taking ownership of qualified opportunities through to closure.
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.