Relationship Banker- Harrisonburg Area

Wells Fargo•Waynesboro, VA

1d•$24 - $35•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 consumer and business customers, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker builds customer relationships and helps customers progress toward financial goals through discovery conversations, planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests. The position works in a collaborative branch environment and partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The Relationship Banker is expected to build trust and loyalty, deepen customer relationships, encourage digital adoption, and deliver a differentiated customer experience while following applicable policies, regulations, and risk controls. The Relationship Banker LP (license pending) is a temporary role until the employee completes licensing and SAFE requirements. Successful completion leads to transition into the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. This position is not eligible for visa sponsorship. The posted base pay range is $24.00–$35.00; employees may also be eligible for incentive opportunities. Locations listed are in Harrisonburg and Waynesboro, Virginia, and not all branches will have openings. The schedule includes most Saturdays.

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 examinations, or recognized equivalents, and state insurance licenses must be active or completed within a designated timeframe.
For FINRA qualification examinations 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 equivalent is also required within a specified period, subject to state requirements and stated Wyoming referral-only exception.
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 related to financial responsibility, character, fitness, and background.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen customer 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 to consumer and business customers.
Ability to promote digital adoption by educating customers on 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 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 deliver integrated solutions through warm introductions, clear expectations, and personal 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 comply with policies and regulations to support risk and control outcomes.
Follow applicable risk programs and policies, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.