Relationship Banker Northern Ocean District

Wells Fargo & Company•Waterford Township, NJ

19h•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while supporting everyday activities such as opening accounts and handling service requests. The Relationship Banker builds credibility and long-term customer relationships through discovery conversations, consultative guidance, and collaboration with colleagues and partners across Wealth, Home Lending, and Business Banking. The position is suited to professionals seeking a long-term financial services career and opportunities to deepen consultative expertise as customers’ needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes 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 completing the requirements. 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. This 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of building and maintaining effective relationships with customers and partners.
Obtain and maintain required FINRA licenses and State Insurance license(s) within the designated timeframe; Series 6 and Series 63 (or FINRA-recognized equivalents) are required. The SIE 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, Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
SAFE registration is required at employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.
Meet enhanced financial fitness and criminal background standards.
Ability to work a schedule that includes most Saturdays.
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 for consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking options.
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.
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 across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear 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 risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.