Relationship Banker Little Neck DeNovo

Wells Fargo•New York, NY

6d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker supports customers’ financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account opening and service requests. The role focuses on developing lasting customer relationships through discovery-driven conversations, proactive engagement, and collaboration with colleagues across Wealth, Home Lending, and Business Banking. Relationship Bankers help customers make informed financial decisions and deliver a seamless experience in a collaborative branch environment, with ongoing coaching and appropriate referrals. The Relationship Banker LP (license pending) role is temporary until the employee completes 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 upon successful completion. Required FINRA and state insurance licenses must be active or completed within the designated timeframe. SAFE registration is required at employment, and Wells Fargo initiates 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the 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 also required within a specified period for hires in the listed states; requirements may change with state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Not eligible for visa sponsorship.

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 communicate clearly and confidently, listen with empathy, and build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Successfully completed FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).
Bilingual speaking proficiency in Chinese (Cantonese), Chinese (Mandarin), or Korean.

Responsibilities

Proactively 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 strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer 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 follow policies and regulations to support risk and control outcomes.
Meet applicable risk and compliance obligations, follow Wells Fargo policies and procedures, and support proactive risk monitoring, identification, escalation, and remediation.