Relationship Banker - Fashion Square

Wells Fargo & Company•Charlottesville, VA

9d•$24 - $35•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join 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 Relationship Banker supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as account opening and service-request resolution. The position builds customer credibility and loyalty through discovery conversations and long-term relationships. It works in a collaborative branch environment, partnering with colleagues across Wealth, Home Lending, and Business Banking to coordinate referrals and integrated customer solutions. Success depends on relationship-building, proactive engagement, and collaboration. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Relationship Banker (SAFE) role upon successful completion. Required FINRA licenses and State Insurance license(s) must be active or completed within a designated timeframe; maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role 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 recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is also required within a specified period in certain states listed in the posting, subject to state requirements.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
Ability to work a schedule that includes most Saturdays.

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 educate customers on self-service and mobile banking to encourage 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 recognized equivalents, sufficient to qualify for immediate FINRA registration.
State Insurance license(s).

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking, coordinating warm introductions, setting expectations, and taking 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 comply with policies and regulations to support strong risk controls.