Relationship Banker Rio Pinar Orlando FL

Wells Fargo•Orlando, 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 customers across all segments, including affluent customers, addressing everyday banking needs and providing products and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while supporting routine banking activities such as opening accounts and handling service requests. The position focuses on building customer credibility, loyalty, and long-term relationships through discovery conversations and consultative advice. The banker works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The role also requires sound judgment, accurate documentation, adherence to policies and regulations, and timely escalation of issues. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes required licensing and SAFE requirements, after which 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 FINRA licenses and State Insurance license(s) 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 start date. The role 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 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; the Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is additionally required within a specified period for employees hired in the listed states: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtain and maintain required FINRA licenses for continued employment; meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Not eligible for visa sponsorship.

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.
Successfully 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 clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking options to encourage digital adoption, improve satisfaction and engagement, and increase service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Support strong risk and control outcomes through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.