Relationship Banker Albuquerque - Santa Fe Area

Wells Fargo & Company•Santa Fe, NM

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 customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The position focuses on building trusted, long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues across Wealth, Home Lending, and Business Banking. Relationship Bankers coordinate referrals and introductions, educate customers about digital banking, resolve inquiries within authorized limits, and follow risk, documentation, and regulatory requirements. The role is intended for professionals seeking to develop a long-term career in financial services and strengthen their consultative expertise. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. After successful completion, employees transition 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. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. This 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 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 FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 examination or equivalent within a specified period if hired 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, or WY, subject to state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan originator requirements for financial responsibility, character, and fitness.

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 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 options.
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 FINRA-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 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 establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, and support proactive monitoring, risk identification, escalation, and remediation.