Relationship Banker Columbus Park Crossing GA

Wells Fargo • Columbus, GA

3d • Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network in Columbus, Georgia. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests.

The position focuses on building lasting 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. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are successfully completed; employees then transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed upon hire participate in the Branch Network Licensed Banker program.

The role requires an ability to work a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe. SAFE registration is required at employment, and Wells Fargo initiates that process after the employee’s start date. The position is not eligible for visa sponsorship.

Requirements

• At least 2 years of customer service experience, or equivalent experience demonstrated through work, 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 recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• FINRA Series 65 or equivalent is additionally required within a specified period for hires in the listed states, subject to applicable state rules.
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
• Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
• Not eligible for visa sponsorship.

Nice To Haves

• Proven ability to source, acquire, and deepen 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 for consumer and business customers.
• Ability to promote digital adoption by educating customers about 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 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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through to 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 accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
• Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and support monitoring, governance, risk identification, escalation, and remediation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed