Relationship Banker Reedy River District

Wells Fargo Bank•Greenville, SC

10d•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 segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The banker builds customer trust and long-term relationships through discovery conversations, proactive engagement, and collaboration with colleagues. They partner with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The position is intended for professionals seeking to develop a long-term career in financial services and support customers as their needs evolve. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees in that role participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successfully completing the requirements. Required FINRA and state licenses must be obtained and maintained for continued employment. SAFE registration is required at the time of 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 experience demonstrated through work, 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 examinations, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period 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; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Must meet enhanced financial fitness and criminal background standards. Wells Fargo begins FINRA review after an offer is accepted; credit reports may be reviewed, excluding credit scores, and additional ongoing screening may apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Must obtain and maintain required FINRA licenses for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting 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 an 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 deliver tailored banking and credit strategies.
Strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking colleagues to deliver integrated solutions; set clear expectations and take 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 accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Execute applicable risk programs and compliance obligations, and support proactive risk monitoring, identification, escalation, and remediation.