Relationship Banker Westchester IL

Wells Fargo Bank•Westchester, IL

6h•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network in Westchester, Illinois. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping them with everyday banking needs and supporting progress toward their financial goals through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions. It also supports account openings and service requests, aiming to provide a seamless experience. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and appropriate referrals. The position works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking, with ongoing coaching and support. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; employees hired into 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. This position requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration within applicable timeframes. Additional Series 65 or equivalent requirements apply in specified states. Continued employment requires obtaining and maintaining required FINRA licenses. The role also requires meeting enhanced financial fitness and criminal background standards. It is not eligible for Visa sponsorship. The stated base pay range is $27.00–$41.00; eligible employees may also qualify for incentive opportunities and other compensation.

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.
Series 6 and Series 63 FINRA examinations, or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
Series 65 or equivalent examination within a specified period for hires in the states listed in the posting, subject to current state regulations.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards; applicable loan originator requirements include standards related to financial responsibility, character, fitness, and criminal background.
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, documentation of planning conversations, and consistent follow-through to support 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 champion digital adoption by educating customers on 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.
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 across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to outcomes.
Educate customers on 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Potential sales incentives, discretionary bonuses, and/or equity in the form of Restricted Stock Units (RSUs)