Relationship Banker Tamarac FL

Wells Fargo•Tamarac, FL

6d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also supporting account openings and service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. The role works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated customer solutions. The position also requires sound risk judgment, accurate documentation, regulatory compliance, and effective follow-up. The Relationship Banker LP (license pending) is a temporary role until the employee completes licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

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 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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
In specified states, FINRA Series 65 or equivalent is also required within a specified period; requirements may change with state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards, as well as applicable loan originator requirements concerning financial responsibility, character, fitness, and criminal background.
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, 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 for consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking options.
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.
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 in Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to closure.
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 follow policies and regulations to support strong risk and control outcomes.
Support everyday banking activities, including opening accounts and handling service requests.
Adhere to applicable risk and compliance programs, Wells Fargo policies, and procedures; identify, escalate, and remediate issues as required.