Relationship Banker Midlothian TX

Wells Fargo•Midlothian, TX

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role 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. Relationship Bankers help customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well 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 coordinate referrals and integrated customer solutions. The Relationship Banker LP (license pending) is a temporary role until licensing and SAFE requirements are successfully completed, after which employees transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The role requires required FINRA and state insurance licenses to be active or completed within a designated timeframe, SAFE registration at employment, and compliance with applicable financial fitness, background, loan-originator, and Wells Fargo policy requirements. 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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 Securities Industry Essentials (SIE) exam is also required.
For hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, FINRA Series 65 or equivalent is also required within a specified period, subject to state requirements.
Required FINRA licenses must be obtained and maintained for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Meet enhanced financial fitness and criminal background standards; screening may include a credit report, excluding credit score, and additional ongoing screening.
This position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management practices, planning-conversation documentation, 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 educate customers on self-service and mobile banking options to promote digital adoption.
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.
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 provide 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 professionals to coordinate warm introductions, set expectations, and take 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 accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support Wells Fargo risk programs and compliance obligations, monitor and identify risks, and escalate and remediate issues appropriately.