Relationship Banker - Ellsworth & Baseline

Wells Fargo Bank•Mesa, AZ

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as their primary point of contact for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers pursue financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds credibility and customer loyalty through discovery conversations and long-term partnerships. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and deliver a differentiated experience. This role is suited to professionals interested in building a long-term financial services career and developing consultative expertise. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who successfully complete these requirements 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. The role requires active or timely completion of specified FINRA and state insurance licenses, and SAFE registration at employment. The position 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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; required licenses must be maintained for continued employment.
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 equivalent) is also required within a specified period, 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 registration process after the start date.
Must meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; a credit report may be reviewed, and ongoing screening may apply.
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 practices, documentation of 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 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 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 closed 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 set follow-up plans.
Support risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk obligations; and escalate and remediate issues in a timely and effective manner.