Relationship Banker - North Meck

Wells Fargo•Cornelius, NC

17h•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as routine banking activities such as opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty through discovery-based conversations, proactive engagement, and long-term relationship management. Working in a collaborative branch environment, the banker coordinates with colleagues and partners in Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. The role also promotes digital banking tools and follows risk, documentation, policy, and regulatory requirements. 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 position requires active or timely completion of specified FINRA and state insurance licenses, and SAFE registration at employment. It 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year 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; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period in certain listed states, including North Carolina; requirements may change with state regulations.
Required FINRA licenses must be obtained and maintained for continued employment.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, and applicable Loan Originator/CFPB requirements and Wells Fargo policies.
This 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, documentation of 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, 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.
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 clear expectations, and taking 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.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and compliance with policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate issues and make sound risk decisions.