Relationship Banker Back Mountain Dallas PA

Wells Fargo & Company•Dallas, PA

3d•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 Relationship Banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts, handling service requests, and providing a seamless banking experience. The position focuses on building customer credibility and loyalty through discovery conversations and long-term partnerships. It requires proactive customer engagement and collaboration with Wealth, Home Lending, and Business Banking colleagues to deliver appropriate, integrated solutions. The role is suited to professionals seeking a long-term financial services career and growing consultative expertise. The Relationship Banker LP (license pending) role is temporary until the employee completes required licensing and SAFE requirements. Upon successful completion, employees transition 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. Required licenses must be maintained for continued employment. The role 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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 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 start date.
Must meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and ongoing screening may apply.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

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 needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking.
Clear and confident communication, empathetic listening, and the 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 colleagues in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and compliance with policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.