Relationship Banker Powers and Constitution Colorado Springs

Wells Fargo•Colorado Springs, CO

1d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join 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 and providing products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers pursue financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds credibility and loyalty by leading discovery conversations and developing long-term customer relationships. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. Success depends on relationship skills, proactive customer engagement, and seamless collaboration to deliver a differentiated customer experience. The Relationship Banker LP (license pending) role is temporary until the employee completes required 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 after successful completion. Required licenses and registrations must be obtained and maintained for continued employment. The role 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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 FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
For FINRA qualifications 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, and WY, FINRA Series 65 or an equivalent examination is also required within a specified period, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet applicable enhanced financial fitness and criminal background standards, as well as loan-originator requirements and Wells Fargo policies concerning financial responsibility, character, and fitness.
Not eligible for visa sponsorship.

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 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 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 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 by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
Educate customers on 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 control standards through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, Wells Fargo policies, and compliance obligations, and escalate and remediate issues in a timely and effective manner.