Relationship Banker Metro East Twin Cities, MN

Wells Fargo•Woodbury, MN

1d•$29 - $38•Onsite

About The Position

Wells Fargo is hiring 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, helping with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker supports customers’ financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The position focuses on building credibility, loyalty, and long-term customer partnerships through discovery conversations, proactive engagement, and collaboration with colleagues. The banker partners with Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions in a collaborative branch environment. 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 hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. SAFE registration is required at employment, and the role 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, 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 FINRA-recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe.
For FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in Minnesota and the other states listed in the posting, FINRA Series 65 or an equivalent examination is required within a specified period; requirements may change with state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
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, including financial responsibility, character, fitness, and criminal background standards.
Meet enhanced financial fitness and criminal background standards; Wells Fargo begins the FINRA review process after an offer is accepted.
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, documentation of 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 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 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 deliver integrated solutions, coordinate warm introductions, set 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Support applicable risk programs and compliance obligations through monitoring, risk identification, issue escalation and remediation, and sound risk decisions.