Relationship Banker - Greater Phoenix Area

Wells Fargo Bank•Phoenix, AZ

4d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for everyday banking needs across customer segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers pursue financial goals through discovery and planning conversations, digital engagement, and customized deposit, credit, and investment solutions. The role also supports account opening and service requests, providing a seamless experience that helps customers manage their banking confidently. The Relationship Banker builds customer credibility and loyalty, grows a portfolio of consumer and business relationships, and collaborates with branch colleagues and partners in Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals and integrated solutions. The position is intended for professionals seeking a long-term career in financial services and opportunities to deepen consultative expertise as customers’ needs evolve. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The role requires applicable FINRA and state insurance licenses within designated timeframes, SAFE registration at employment, and compliance with enhanced financial fitness, background, and loan-originator standards. The position is not eligible for visa sponsorship. A schedule including most Saturdays is expected.

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; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to state requirements; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and background.
The position is not eligible for visa sponsorship.

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 following through to drive 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 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 (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, improve 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 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 establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Open accounts and support everyday banking activities and service requests.
Follow applicable risk and compliance programs, policies, and procedures, and appropriately escalate and remediate issues.