Relationship Banker Johnson Tarrant County

Wells Fargo•Benbrook, TX

7d•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, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. Relationship Bankers help customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The position focuses on building customer credibility, loyalty, and long-term relationships through discovery conversations and tailored solutions. The banker collaborates with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate referrals and meet customer needs. The Relationship Banker LP (license pending) role is temporary until the employee completes required licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program.

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.
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) must be active or completed within the designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is also required within a specified period for hires in the states listed in the posting, including Texas; requirements may change with state regulations.
Required FINRA licenses must be obtained and maintained for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the process after the employee’s start date.
Must meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator/CFPB requirements and Wells Fargo policies.
Not eligible for Visa sponsorship.

Nice To Haves

Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and following through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Experience promoting digital adoption by educating customers on self-service and mobile banking options.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
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 deliver 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 clear expectations, and take ownership of converting qualified opportunities into closed 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and adhere to policies and regulations.
Support applicable risk programs and compliance obligations, including proactive monitoring, risk identification, escalation, and remediation.