Relationship Banker- Woodbridge Area

Wells Fargo•Woodbridge, VA

1d•$32 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs and helping them progress toward financial goals through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions. Responsibilities also include opening accounts, handling service requests, and delivering a seamless banking experience. Relationship Bankers build customer credibility and loyalty through discovery conversations and long-term partnerships. They collaborate with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role emphasizes proactive engagement, relationship growth, digital adoption, risk management, and sound compliance practices. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; successful completion leads to transition to the Relationship Banker (SAFE) role. Employees who are not fully licensed upon hire participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within the designated timeframe to maintain employment. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the start date. The 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 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.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period in certain states, subject to state requirements.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards, as well as applicable loan originator requirements.
The position is 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.
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.
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 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 professionals across Wealth, Home Lending, and Business Banking to 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risks and issues and support their remediation.
Work a schedule that includes most Saturdays.