Relationship Banker Southwest Houston District

Wells Fargo•Houston, TX

1d•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 make progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts, handling service requests, and providing a seamless banking experience. The position builds customer trust and long-term relationships through discovery conversations, proactive engagement, and collaboration with colleagues. The banker partners with Wealth, Home Lending, and Business Banking professionals to connect customers with appropriate solutions and referrals. The role is based in a collaborative branch environment and includes customer relationship management, digital banking education, service resolution, and adherence to risk, documentation, policy, and regulatory requirements. The Relationship Banker LP (license pending) designation is temporary until the employee successfully completes licensing and SAFE requirements; employees then transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. The position is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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 a designated timeframe. For FINRA qualifications earned after September 30, 2018, the SIE exam is also required.
For hires in specified states, including Texas, FINRA Series 65 or equivalent examination is required within a specified period, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies.
Obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
The position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong 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 needs and recommending products and services for consumer and business customers.
Ability to encourage 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.
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 deliver 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 qualified opportunities through to completed 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.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify and escalate issues and make sound risk decisions.