Relationship Banker Westside Valley District

Wells Fargo•Tigard, OR

2d•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 Relationship Banker helps customers pursue financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery-led conversations and long-term relationship management. It works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated customer solutions. The position emphasizes proactive engagement, digital adoption, effective service, accurate documentation, sound judgment, and compliance with applicable policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees in that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role upon successful completion. Required FINRA and state insurance licenses must be active or completed within the designated timeframe; maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The position 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 examinations, or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the states listed in the posting, subject to applicable state rules.
SAFE registration is required at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Meeting enhanced financial fitness and criminal background standards is required.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

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 needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on 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.
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 Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions, 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 promote digital adoption, satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Support applicable risk and compliance programs, including monitoring, risk identification, escalation, and remediation.