Relationship Banker Longmont CO

Wells Fargo•Longmont, CO

1d•$25 - $38•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network in Longmont, Colorado. The banker serves as a 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 role helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings, service requests, and other everyday banking activities. The Relationship Banker builds customer trust and long-term relationships through discovery-led conversations, proactive engagement, and coordinated referrals. The banker collaborates with colleagues across Wealth, Home Lending, and Business Banking to provide integrated solutions. The role is supported by ongoing coaching in a collaborative branch environment. The Relationship Banker LP (license pending) is a temporary position until the employee completes licensing and SAFE requirements. Employees who successfully complete those requirements transition to the Relationship Banker (SAFE) role. The position requires specified FINRA and state insurance licenses, SAFE registration, and compliance with applicable financial fitness, background, and loan-originator requirements. Visa sponsorship is not available.

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.
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 licenses must be active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is also required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet applicable enhanced financial fitness and criminal background standards and loan-originator requirements.
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 following through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
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.
Completed FINRA Series 6 and Series 63 examinations (or 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 recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking colleagues to provide integrated solutions and convert qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
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 strong risk controls.