Relationship Banker Palm Beach North FL District

Wells Fargo Bank•Jupiter, FL

19h•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, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings and service requests. Relationship Bankers build customer trust and loyalty through discovery conversations and ongoing relationship management. They work collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated solutions. The role includes educating customers about digital banking, resolving inquiries within authorized limits, and following policies and regulations to maintain strong risk and control outcomes. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates the process after the employee starts. The role is subject to 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 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 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.
Series 65 or equivalent is required within a specified period in certain listed states, subject to current state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
Maintain required FINRA licenses for continued employment and complete SAFE registration requirements.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements concerning financial responsibility, character, fitness, and criminal background.
Visa sponsorship is not available for this position.

Nice To Haves

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 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 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.
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 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, use sound judgment, escalate issues in a timely manner, and follow applicable policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; identify and escalate risks and remediate issues effectively.