Relationship Banker - Northeast Maryland District

Wells Fargo•Highlandtown, MD
•$25 - $38•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, 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, and supports account opening and service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, consultative advice, and ongoing relationship management. The role works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated solutions. It also promotes digital banking adoption and handles customer inquiries and service requests within authorized limits. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who complete those requirements transition to the Relationship Banker (SAFE) role. The position requires active or timely completion of applicable FINRA and state insurance licenses, SAFE registration, and compliance with relevant financial fitness, background, and loan-originator standards. Visa sponsorship is not available. The position is based at branch locations in Northeast Maryland and requires a schedule that 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, 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 a designated timeframe; the SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
  • FINRA Series 65 (or equivalent) is required within a specified period for hires in listed states, including Maryland; requirements may change with state regulations.
  • SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date.
  • Meet applicable loan-originator requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background; continued employment requires obtaining and maintaining required FINRA licenses.
  • 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 customer needs and recommending products and services for consumer and business customers.
  • Ability to promote digital adoption by educating customers about 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.
  • 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 deliver 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 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, and support proactive risk monitoring, identification, escalation, and remediation.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Eligible employees may also be eligible for incentive opportunities.
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