Relationship Banker | Market Place Branch

Wells Fargo•Christiansburg, VA

1d•$24 - $35•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The Relationship Banker serves as a primary point of contact for customers across all segments, including affluent customers, and supports everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals by leading planning and discovery conversations, encouraging digital engagement, and recommending customized deposit, credit, and investment solutions. It also handles everyday banking activities such as account openings and service requests. The banker builds customer credibility, loyalty, and long-term relationships through consultative conversations and collaboration with branch colleagues and partners in Wealth, Home Lending, and Business Banking. The role includes managing a portfolio, coordinating referrals, supporting customers’ use of digital banking, resolving inquiries, and maintaining accurate documentation and compliance with applicable policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the 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.
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. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or equivalent is also required within a specified period, subject to current state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtain and maintain required FINRA licenses for continued employment; meet enhanced financial fitness and criminal background standards.
Complete required SAFE registration at the time of employment and meet applicable LO/CFPB requirements, including Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
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, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing 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 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.
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 deliver 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 provide integrated solutions, coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and support proactive monitoring, risk identification, escalation, and remediation.