Relationship Banker Bradenton

Wells Fargo & Company•Bradenton, FL

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for consumer and business customers, including affluent customers, and supports 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, while also opening accounts and handling service requests. The position focuses on building lasting customer relationships through discovery-driven conversations, tailored recommendations, proactive engagement, and collaboration with colleagues. The banker partners with teams across Wealth, Home Lending, and Business Banking, coordinates appropriate referrals, and helps customers adopt digital and mobile banking tools. The role also requires accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

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 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within the designated timeframe; the SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within the specified period for hires in the listed states, subject to applicable state requirements.
Obtain and maintain required FINRA licenses for continued employment.
SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Meet enhanced financial fitness and criminal background standards.
Not eligible for Visa sponsorship.

Nice To Haves

Proven 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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking options.
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.
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 provide 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 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 accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Work collaboratively with colleagues to meet customer needs through appropriate referrals.
Meet applicable risk program, compliance, monitoring, escalation, and remediation obligations.