Relationship Banker Edwardsville

Wells Fargo Bank•Edwardsville, PA

1d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs and helping customers work toward their financial goals through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities, including opening accounts and handling service requests, and works with branch colleagues and partners to provide an integrated customer experience. The position emphasizes building credibility, loyalty, and long-term customer relationships through discovery-driven conversations, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program. After successfully completing licensing and SAFE requirements, employees transition to the Relationship Banker (SAFE) role. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable State Insurance license(s), and SAFE registration. Required licenses must be active or completed within a designated timeframe, and maintaining required FINRA licenses is necessary for continued employment. The Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018. Series 65 (or equivalent) is additionally required within a specified period for hires in the states listed in the posting, subject to state regulations. 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, 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 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; maintaining required FINRA licenses is necessary for continued employment.
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in the listed states, subject to current state regulations.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable LO/CFPB requirements, including 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 internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth.
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, 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 by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to outcomes.
Educate customers on self-service and mobile banking options to encourage digital adoption, improve satisfaction and engagement, and increase service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations, and support proactive risk monitoring, identification, escalation, and remediation.