Relationship Banker Bettendorf

Wells Fargo Bank • Bettendorf, IA

3d

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to serve as the primary point of contact for customers across all segments, including affluent customers. The role supports everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach, and helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. Responsibilities also include opening accounts, handling service requests, and creating a seamless banking experience.

Relationship Bankers build customer credibility and loyalty through discovery conversations and long-term partnerships. They work collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The role emphasizes proactive customer engagement, consultative expertise, risk excellence, and ongoing coaching in a collaborative branch environment.

The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees hired into this 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 a designated timeframe and maintained for continued employment. SAFE registration is required at the time of employment; Wells Fargo initiates that process after the start date. The position is not eligible for visa sponsorship.

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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
• At least 1 year of building and maintaining effective relationships with customers and partners.
• Ability to obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s) within the designated timeframe.
• Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
• FINRA Series 65 (or equivalent) required within a specified period for hires in certain listed states, subject to applicable state requirements.
• SAFE registration required at the time of employment.
• Meet enhanced financial fitness and criminal background standards; applicable loan originator requirements include standards related to financial responsibility, character, fitness, and criminal background.
• The position is 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 drive retention and balanced growth across deposits, lending, and investments.
• Experience assessing customer 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 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 (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 across 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.
• Support applicable risk programs and compliance obligations, including monitoring, identifying, escalating, and remediating issues.
• Work a schedule that includes most Saturdays.

What This Job Offers

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