Relationship Banker Southwest NJ District

Wells Fargo & Company•Pomona, NJ

1d•$25 - $38•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 work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as account opening and service-request support. The position focuses on building customer credibility and loyalty through discovery-led conversations, consultative advice, and long-term relationship management. It involves growing a portfolio of consumer and business customers and coordinating with Wealth, Home Lending, and Business Banking colleagues to provide integrated solutions. The banker works in a collaborative branch environment with ongoing coaching and is expected to support a differentiated customer experience while following applicable risk, regulatory, and compliance requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees in that role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion, they transition to the Relationship Banker (SAFE) role. The position is not eligible for visa sponsorship. The stated base pay range is $25.00–$38.00; employees may also be eligible for incentive opportunities.

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 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 (or FINRA-recognized equivalents) and State Insurance license(s) must be active or completed within the designated timeframe. The SIE exam is also required for applicable FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is also required within a specified period for hires in the states listed in the posting; requirements may change based on state regulations.
Required FINRA licenses must be obtained and maintained for continued employment; the role is subject to enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards, including financial responsibility, character, fitness, and criminal background requirements; a credit report may be reviewed.
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 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 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 to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to closed 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 policies and regulations to support strong risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, including proactive monitoring, risk identification, escalation, and issue remediation.