Relationship Banker Northeast Texas District

Wells Fargo Bank•Terrell, TX

17h•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 banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as account opening and service support. The Relationship Banker builds customer trust and long-term relationships through discovery conversations, tailored recommendations, proactive follow-through, and collaboration with colleagues across Wealth, Home Lending, and Business Banking. The position is based at the Terrell North Catherine location in Terrell, Texas. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are successfully completed, after which employees transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration within applicable timeframes. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018. In Texas and certain other listed states, Series 65 (or equivalent) must also be attempted within a specified period. Maintaining required FINRA licenses is necessary for continued employment. The position also requires enhanced financial fitness and criminal background standards, and 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 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SIE exam for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) must be attempted within a specified period for hires in the states listed in the posting, including Texas, subject to current state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements and Wells Fargo standards for financial responsibility, character, and fitness.
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 internal partnerships.
Knowledge of book-of-business management, documenting 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 promote digital adoption by educating 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 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 professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear 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 establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.
Meet applicable risk-program, compliance, and policy obligations, including monitoring, identifying, escalating, and remediating issues.