Relationship Banker Downtown St Pete

Wells Fargo•St. Petersburg, FL

4d•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, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers pursue financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. The role also handles everyday banking activities such as opening accounts and responding to service requests. The Relationship Banker builds customer credibility and loyalty, develops long-term relationships, and collaborates with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role is based in a collaborative branch environment and involves supporting a strong customer experience while meeting risk, compliance, and control expectations. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who successfully complete those requirements transition to the Relationship Banker (SAFE) role. The position requires SAFE registration at employment and the required FINRA and state insurance licenses within designated timeframes. It 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 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 obtain and maintain required FINRA licenses and state insurance license(s) within the designated timeframe; required licenses include FINRA Series 6 and Series 63 or recognized equivalents, and Series 65 or equivalent in specified states.
Securities Industry Essentials (SIE) exam is required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator/CFPB requirements.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing needs and recommending products and services for consumer and business customers.
Experience promoting 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 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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to 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 adhere to applicable policies and regulations.
Support Wells Fargo risk programs and compliance obligations, including proactive monitoring, risk identification, escalation, and remediation.
Work a schedule that includes most Saturdays.