Relationship Banker - Lakeland Town Center

Wells Fargo•Auburn, WA

1d•$27 - $41•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 opening accounts, handling service requests, and providing a seamless banking experience. The position builds customer credibility and loyalty through discovery conversations, consultative advice, and long-term relationship management. It operates in a collaborative branch environment and partners with colleagues in Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals and coordinated solutions. Success depends on proactive engagement, strong relationship skills, and sound risk and compliance practices. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. Required FINRA and state insurance licenses must be active or completed within the designated timeframe, and obtaining and maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment. The position is not eligible for visa sponsorship. The posting lists a base pay range of $27.00–$41.00; pay may vary based on performance, skills, experience, and work location, and incentive opportunities may also be available. The posting location is 1408 Lake Tapps Pkwy SE Suite 101, Auburn, WA. The schedule includes most Saturdays.

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.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the 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 additionally required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
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 requirements and Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.

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 educate customers about self-service and mobile banking options.
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, improve 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 clear expectations, and take ownership of qualified opportunities through to 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 strong risk and control outcomes.
Support everyday banking activities, including opening accounts and addressing service needs.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely manner.