Relationship Banker Southwest Vegas Valley

Wells Fargo Bank•Las Vegas, NV
•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 planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account opening and service-request support. The position focuses on building customer credibility, loyalty, and lasting relationships through discovery-based conversations, proactive engagement, and collaboration with colleagues. Relationship Bankers coordinate with Wealth, Home Lending, and Business Banking partners to connect customers with appropriate solutions. The role also promotes digital banking, resolves inquiries within authorized limits, and supports risk and compliance outcomes through accurate documentation, sound judgment, and timely escalation. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements; after successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires a schedule that includes most Saturdays and is not eligible for visa sponsorship. It is offered at multiple Wells Fargo branches in the Las Vegas and Pahrump, Nevada areas.

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.
  • Active or timely completion of FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and required state insurance licenses; maintaining required FINRA licenses is necessary for continued employment.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
  • SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the employee starts.
  • FINRA Series 65 or equivalent must be attempted within a specified period for hires in the states listed in the posting, subject to applicable state regulations.
  • Meet enhanced financial fitness and criminal background standards, and applicable Loan Originator/CFPB requirements and Wells Fargo policies.
  • Work a schedule that includes most Saturdays.

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.
  • 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.
  • Completed 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 colleagues to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into completed 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.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Work a schedule that includes most Saturdays.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Eligible employees may also be eligible for incentive opportunities.
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