Relationship Banker Highlands Ranch CO

Wells Fargo•Highlands Ranch, CO

7d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services through 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, while also supporting everyday banking such as account opening and service requests. The Relationship Banker builds credibility and loyalty through discovery conversations and long-term customer partnerships. The role works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to address customer needs through appropriate referrals and integrated solutions. The position is intended for professionals seeking a long-term financial services career and developing consultative expertise as customers' needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. The position 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.
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 a 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 required within a specified period in certain listed states, subject to state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan originator and CFPB requirements.

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 customer needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking.
Clear and confident communication, empathetic listening, and the 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 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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed 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 risk and compliance standards through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely manner.