Relationship Banker Miami Springs FL

Wells Fargo Bank • Miami Springs, FL

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. The banker helps customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions, while also supporting account opening and service requests.

The Relationship Banker builds customer trust and lasting relationships, works collaboratively with branch colleagues, and partners with professionals in Wealth, Home Lending, and Business Banking to provide coordinated solutions and appropriate referrals. The role emphasizes proactive customer engagement, relationship growth, digital adoption, accurate documentation, sound judgment, regulatory compliance, and risk management. 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 participate in the Branch Network Licensed Banker program.

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 the designated timeframe. Required licenses must be maintained for continued employment.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• For hires in specified states, FINRA Series 65 or equivalent examination is required within a specified period, subject to applicable state regulations.
• SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
• Must meet enhanced financial fitness and criminal background standards; additional screening may apply. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies.
• 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, documentation of 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.
• Experience promoting self-service and mobile banking options to improve customer satisfaction, engagement, and service efficiency.
• Clear, confident communication; empathetic listening; and the 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 Wealth, Home Lending, and Business Banking professionals 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 comply with policies and regulations to support strong risk and control outcomes.
• Meet customer and company risk, compliance, and operational obligations, including identifying, escalating, and remediating issues as appropriate.

What This Job Offers

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