Relationship Banker- Richlands

Wells Fargo•Richlands, VA

1d•$24 - $35•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a 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 also opening accounts, handling service requests, and delivering a seamless banking experience. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The position emphasizes customer value, informed financial decisions, risk management, and regulatory compliance. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who complete those requirements transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program while completing licensing. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable financial fitness and background standards. Visa sponsorship is not available.

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.
For specified states, FINRA Series 65 or equivalent is required within a specified period; requirements may change with state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet applicable loan originator requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.
Required FINRA licenses must be obtained and maintained for continued employment.
The role is not eligible for visa sponsorship.

Nice To Haves

Proven 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 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.
Ability to communicate clearly and confidently, listen with empathy, and 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 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 qualified opportunities through to 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 establish follow-up plans.
Support risk and compliance outcomes through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; identify and escalate issues and support their timely remediation.