Relationship Banker Burnet

Wells Fargo • Burnet, TX

2d • 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 customers across all segments, including affluent customers, providing everyday banking support, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. The role also handles routine banking needs such as account openings and service requests, and builds customer trust through attentive service and appropriate referrals.

The position works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate integrated solutions and develop lasting customer relationships. A temporary Relationship Banker LP (license pending) position may apply until required licensing and SAFE requirements are completed; successful completion leads to transition to the Relationship Banker (SAFE) role. Employees in the license-pending role participate in the Branch Network Licensed Banker program. The role requires active or timely completion of 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, 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 recognized equivalents, and state insurance license(s), 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 examination within a specified period for hires in the listed states, subject to applicable state requirements.
• SAFE registration at employment; Wells Fargo initiates the process after the start date.
• Meet required financial fitness, criminal background, and applicable loan-originator standards; required FINRA licenses must be obtained and maintained 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, documentation of planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
• Experience assessing 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 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 provide 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 to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into 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 applicable policies and regulations to support effective risk controls.
• Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate risks and remediate issues as appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed