Relationship Banker Burnet

Wells Fargo•Burnet, TX

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, addressing everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while supporting everyday activities such as opening accounts and handling service requests. The Relationship Banker builds credibility and customer loyalty through discovery conversations, proactive engagement, and long-term relationship management. In a collaborative branch environment, the banker works with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The position also emphasizes digital adoption, accurate documentation, sound judgment, regulatory compliance, and effective risk management. The Relationship Banker LP (license pending) role is temporary until the employee completes the licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion of licensing, they transition to the Relationship Banker (SAFE) role. Required FINRA and state insurance licenses must be active or completed within the designated timeframe. This 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.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance licenses must be active or completed within the designated timeframe.
For FINRA qualification examinations earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent is additionally required within a specified period for hires in the listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan originator requirements.
Ability to work a schedule that includes most Saturdays.
This position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote self-service and mobile banking to improve customer satisfaction, engagement, and service efficiency.
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 licenses.

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 to deliver integrated solutions, coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through 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.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Support applicable risk programs and comply with Wells Fargo policies and procedures, including identifying, escalating, and remediating risk and compliance issues.