Relationship Banker Madison

Wells Fargo•Madison, FL

2d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as the primary contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. The position also supports everyday banking activities such as opening accounts and handling service requests, while providing a seamless and confident customer experience. The Relationship Banker builds credibility and loyalty through discovery conversations and lasting customer partnerships. Success relies on strong relationship skills, proactive engagement, and collaboration with colleagues and partners across Wealth, Home Lending, and Business Banking. The role is suited to professionals seeking a long-term financial-services career and opportunities to deepen consultative expertise as customers’ financial needs evolve. The Relationship Banker LP (license pending) designation is temporary until the employee completes licensing and SAFE requirements. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion of licensing. Required FINRA licenses 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, and Wells Fargo initiates 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. For FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
FINRA Series 65 (or equivalent) required within a specified period in the listed states: 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. Wyoming allows referral-only licensed bankers to receive IAR registration without the Series 65/66. Requirements may change based on state regulations.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.

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 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 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 clear expectations, and take ownership of converting qualified opportunities into closed 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues effectively.