Relationship Banker - Ellsworth & Baseline

Wells Fargo • Mesa, AZ

3d • Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, providing everyday banking support, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling account openings and service requests.

The Relationship Banker builds customer credibility and loyalty through discovery-focused conversations and long-term partnerships. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and deliver a differentiated experience. The role emphasizes relationship development, consultative expertise, balanced growth, and support for customers whose financial needs become more complex.

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; upon successful completion of licensing, they transition to the Relationship Banker (SAFE) role. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe, and maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the 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 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 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; requirements may change based on state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
• Required FINRA licenses must be obtained and maintained for continued employment.
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
• Meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
• 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 on self-service and mobile banking options.
• 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.
• 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 professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting 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 strong risk and control outcomes.
• Support applicable risk programs and compliance obligations, including proactive monitoring, risk identification, escalation, and remediation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed