Relationship Banker Westchester IL

Wells Fargo & Company•Westchester, IL

5d•$27 - $41•Onsite

About The Position

Wells Fargo is hiring 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 offering products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting activities such as opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. It works in a collaborative branch environment and partners with colleagues in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The posting also describes a temporary Relationship Banker LP (license pending) role for employees who have not yet completed licensing and SAFE requirements; after successful completion, they transition to the Relationship Banker (SAFE) role. The position requires required FINRA and state insurance licenses within the designated timeframe, as well as SAFE registration. It requires a schedule that includes most Saturdays and is not eligible for Visa sponsorship. The stated base pay range is $27.00–$41.00; additional compensation may include sales incentives, discretionary bonuses, and/or restricted stock units.

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.
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 the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
FINRA licenses must be obtained and maintained for continued employment; enhanced financial fitness and criminal background standards apply.
In specified states, FINRA Series 65 (or equivalent) is also required within a specified period; state requirements may change.
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.
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, 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 (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 across deposits, lending, and investments.
Partner with colleagues in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and follow qualified opportunities through to outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
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 everyday banking activities, including opening accounts and handling service requests.
Meet applicable risk, compliance, financial fitness, background, licensing, and SAFE registration requirements.