Relationship Banker Longmont CO

Wells Fargo Bank•Longmont, CO

10h•Onsite

About The Position

Wells Fargo is hiring 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, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker supports customers’ financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account opening and service requests. The position works in a collaborative branch environment and partners with colleagues in Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated customer solutions. Success depends on building trusted relationships, engaging customers proactively, supporting digital banking adoption, and providing a seamless service experience. The role also requires accurate documentation, sound judgment, appropriate escalation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. Required licenses must be obtained and maintained for continued employment. The 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 examinations, 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.
FINRA Series 65 or equivalent is required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to applicable state requirements. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
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, including applicable Loan Originator and CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote customer adoption of self-service and mobile banking.
Clear and 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.
Completed 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 expectations, and taking 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, use sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Open accounts and support everyday banking activities and customer service needs.
Work a schedule that includes most Saturdays.