Relationship Banker Monument Marketplace CO

Wells Fargo•Monument, CO

8d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves customers across all segments, including affluent customers, as their primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. Relationship Bankers build credibility and loyalty through discovery conversations and long-term customer partnerships. They work collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals and integrated solutions. Success requires relationship acumen, proactive customer engagement, and strong collaboration, with a focus on customer value, informed financial decisions, and long-term growth in financial services. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Relationship Banker (SAFE) role upon completion. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable background and financial fitness standards. Visa sponsorship is not available.

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 recognized equivalents) and state insurance license(s) must be active or completed within a designated timeframe; the SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
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.
Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
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, documenting 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 educate customers on self-service and mobile banking options.
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 examinations (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 in Wealth, Home Lending, and Business Banking to deliver integrated solutions, 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 set follow-up plans.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.