Relationship Banker Austin Northwest District

Wells Fargo•Cedar Park, TX

1d•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. Relationship Bankers help customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. They also support everyday banking activities, including opening accounts and resolving service requests, while providing a seamless customer experience. The position focuses on developing lasting customer relationships through consultative service, proactive engagement, and collaboration with colleagues. The banker partners with teams in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The posting also describes a temporary Relationship Banker LP (license pending) role for employees who have not yet completed licensing and SAFE requirements; after successful completion, employees transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. Locations listed are North Lakeline in Cedar Park, Texas; Town Centre in Round Rock, Texas; and University Oaks in Round Rock, Texas. The schedule will include most Saturdays. The role requires specified FINRA and state insurance licenses, SAFE registration, and compliance with applicable background and financial fitness standards. Visa sponsorship is not available.

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, 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 FINRA-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 for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
This 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 across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to educate customers on self-service and mobile banking options to encourage digital adoption.
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.
Successfully completed 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, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through 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 follow policies and regulations to support risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, and escalate and remediate issues in a timely and effective manner.