Relationship Banker Bettendorf

Wells Fargo & Company•Bettendorf, IA

4d•Onsite

About The Position

Wells Fargo is seeking 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, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while supporting everyday activities such as opening accounts and handling service requests. The position focuses on developing trusted, long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues. The banker partners with professionals in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and provide a coordinated experience. The role requires sound risk judgment, accurate documentation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role upon successful completion. Required licenses must be obtained and maintained for continued employment. 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, 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 FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is additionally required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator/CFPB requirements.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting 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 to consumer and business customers.
Ability to educate customers about self-service and mobile banking options.
Clear and confident communication, empathetic listening, and the 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 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.
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking colleagues, setting expectations and taking ownership of qualified opportunities through completion.
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 establish follow-up plans.
Maintain strong risk controls through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues effectively.