Relationship Banker, Burlington Main Branch

Wells Fargo Bank•Burlington, NC

20h•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 Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account opening and service requests. The position focuses on developing long-term customer relationships through discovery conversations, consultative advice, proactive engagement, and collaboration with colleagues. The banker partners with Wealth, Home Lending, and Business Banking to coordinate referrals and deliver integrated customer solutions. The role also promotes digital banking, resolves customer inquiries within authorized limits, and follows required risk, documentation, policy, and regulatory controls. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, and transition to the Relationship Banker (SAFE) role after successful completion. Required licenses must be obtained and maintained for continued employment. The position is not eligible for visa sponsorship.

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 (or recognized equivalents) and state insurance licenses must be 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.
FINRA Series 65 (or equivalent) is required within a specified period in certain states; requirements may change based on state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Must meet enhanced financial fitness and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management practices, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to provide integrated solutions through warm introductions, clear expectations, and personal ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain strong risk controls through accurate documentation, sound judgment, timely escalation of issues, and compliance with policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues in a timely and effective manner.