Relationship Banker Gastonia

Wells Fargo Bank • Gastonia, NC

6d • Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The position serves as a 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 make progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests.

The role focuses on building customer credibility and loyalty through discovery conversations, consultative advice, proactive engagement, and long-term relationship management. The banker works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and provide integrated solutions. The Relationship Banker LP (license pending) role is temporary until the employee 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 after successful completion.

Required licenses and registrations must be obtained and maintained within applicable timeframes for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee's start date. The position is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The role is based at 110 E Franklin Blvd, Gastonia, NC 28052-4105.

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 obtain and maintain required FINRA licenses and state insurance licenses within the designated timeframe; required credentials include FINRA Series 6 and Series 63 or recognized equivalents, and state insurance license(s).
• SAFE registration is required at the time of employment.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• For hires in the specified states, FINRA Series 65 or an equivalent examination must be attempted within the specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
• Meet enhanced financial fitness and criminal background standards; applicable loan originator requirements include standards related to financial responsibility, character, fitness, and criminal background.
• Not eligible for visa sponsorship.

Nice To Haves

• Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
• Knowledge of book-of-business management, 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 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.
• Successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• 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 in Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through completion.
• 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 in a timely manner, and follow policies and regulations to support strong risk and control outcomes.
• Open accounts and support everyday banking activities, including customer service requests.
• Work a schedule that includes most Saturdays.

What This Job Offers

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