Relationship Banker Queen Creek and Power

Wells Fargo Bank•Gilbert, AZ

4d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for 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 banker helps customers work toward financial goals by conducting discovery conversations, supporting digital engagement, and providing customized deposit, credit, and investment solutions. The role also handles everyday banking activities such as opening accounts and resolving service requests. The Relationship Banker builds customer trust and loyalty by understanding financial needs, offering appropriate solutions, and partnering with colleagues across Wealth, Home Lending, and Business Banking. The position is based at 8196 S Power Rd, Gilbert, Arizona. The Relationship Banker LP (license pending) designation is temporary until required licensing and SAFE requirements are completed; employees then transition to the Relationship Banker (SAFE) role and participate in the Branch Network Licensed Banker program while unlicensed. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. Depending on the state, Series 65 or an equivalent may also be required. Required FINRA licenses must be obtained and maintained for continued employment. The position also requires meeting enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship.

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 recognized equivalents) and state insurance licenses must be 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.
Series 65 (or equivalent) is required within a specified period in certain states; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards; additional screening may apply.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background.
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, documentation of planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing 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.
FINRA Series 6 and Series 63 (or recognized equivalents) completed sufficiently 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 by coordinating warm introductions, setting expectations, and taking ownership of converting qualified opportunities into completed outcomes.
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.
Support accurate documentation, sound judgment, timely escalation of issues, and adherence to policies and regulations.
Open accounts and support customers with everyday banking needs and services.