Relationship Banker Willow Creek and Sandretto

Wells Fargo Bank•Prescott, AZ

3d•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 customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers pursue financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account openings and service requests. The position focuses on building lasting customer relationships through discovery-driven conversations, proactive engagement, and collaboration with colleagues. The banker coordinates with professionals in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and provide a differentiated experience. The role also supports customers’ use of digital and self-service banking options and is accountable for accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes required licensing and SAFE requirements; successful completion leads to transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within the designated timeframe and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee’s start date. The role is subject to enhanced financial fitness and criminal background standards and 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.
For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state regulations and stated exceptions.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Meet enhanced financial fitness and criminal background standards; Loan Originators must also meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Visa sponsorship is not available for this position.

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 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 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, improve 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 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 applicable policies and regulations.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Work a schedule that includes most Saturdays.