Relationship Banker Saint Cloud

Wells Fargo•Saint Cloud, MN

10d•$24 - $35

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as everyday banking 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 development. Relationship Bankers work collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated solutions. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed, after which employees transition to the Relationship Banker (SAFE) role. This position requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration, with requirements to complete applicable credentials within designated timeframes. Certain states also require an attempted Series 65 or equivalent. The role 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.
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 a designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Series 65 or equivalent examination must be attempted within a specified period for hires in the listed applicable states, subject to state requirements.
Meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
Meet applicable Loan Originator/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and background screening.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and following 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 promote digital adoption by educating customers about self-service and mobile banking.
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.
Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

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 professionals in Wealth, Home Lending, and Business Banking, coordinating warm introductions, setting expectations, and following through on qualified opportunities.
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.
Follow policies and regulations, maintain accurate documentation, exercise sound judgment, and escalate issues promptly to support risk and control outcomes.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Work a schedule that includes most Saturdays.