Relationship Banker Albuquerque - Santa Fe Area

Wells Fargo Bank•Albuquerque, NM

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 everyday banking needs, products, and services for customers across all segments, including affluent customers. Through appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities, including opening accounts and handling service requests. Relationship Bankers build customer credibility and loyalty through discovery conversations and long-term partnerships. They work in a collaborative branch environment and partner with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. This role is suited to professionals seeking a long-term financial-services career and the opportunity to deepen consultative expertise as customers’ needs grow more complex. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then 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, and maintaining required licenses is necessary for continued employment. SAFE registration is required at the time of employment, with Wells Fargo initiating the process after the employee’s start date.

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 a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or an equivalent examination is required within a specified period, subject to applicable state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards; additional ongoing screening may apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.

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 encourage 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 clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers about 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 adhere to policies and regulations to support strong risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, including timely escalation and remediation of issues.