Relationship Banker Louetta & Stuebner

Wells Fargo Bank•Spring, TX

1d•Onsite

About The Position

Wells Fargo is hiring 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, and supports everyday banking needs through appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. The position also supports account openings and service requests, aiming to provide a seamless banking experience and build lasting customer relationships. The Relationship Banker works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated solutions. The role emphasizes relationship growth, digital adoption, service quality, accurate documentation, sound judgment, and compliance with company policies and regulations. Employees hired into the Relationship Banker LP (license pending) role serve temporarily in that position while completing licensing and SAFE requirements, then transition to the Relationship Banker (SAFE) role upon successful completion. The position is based at 7344 Louetta Road, Spring, Texas. It requires a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at employment. The position 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, 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 license(s), active or completed within a designated timeframe; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state requirements.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
This position is not eligible for visa sponsorship.

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 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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with colleagues in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into 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, use sound judgment, escalate issues promptly, and follow applicable policies and regulations to support risk and control outcomes.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Follow applicable Wells Fargo risk programs, policies, procedures, and compliance obligations.