Relationship Banker - Delaware County District

Wells Fargo • Media, PA

1d • Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary contact for customers across all segments, including affluent customers, supporting everyday banking needs and helping customers work toward financial goals through appointments, lobby engagement, proactive outreach, digital education, and tailored deposit, credit, and investment solutions. It also handles account openings and service requests to provide a seamless banking experience. The Relationship Banker builds trust and long-term customer relationships through discovery conversations and collaborates with colleagues and partners across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions.

The position emphasizes proactive customer engagement, relationship growth, consultative expertise, and risk-conscious execution. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; successful completion leads to transition into the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration, either active at hire or completed within designated timeframes. Depending on the state of employment, FINRA Series 65 or an equivalent may also be required. The position is not eligible for visa sponsorship. The work schedule includes most Saturdays.

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, 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 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
• Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
• FINRA Series 65 (or equivalent) within a specified period for employees hired in the listed states where required; requirements may change based on state regulations.
• SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
• Meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
• Ability to work a schedule that includes most Saturdays.
• Visa sponsorship is not available for this position.

Nice To Haves

• Ability to source, acquire, and deepen customer 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 educate customers on self-service and mobile banking options to promote digital adoption.
• Clear, 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.
• 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 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, exercise sound judgment, escalate issues promptly, and comply with applicable policies and regulations.
• Follow Wells Fargo risk and compliance programs, policies, and procedures; identify and escalate risks and remediate issues effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed