Relationship Banker Lakeville, MN

Wells Fargo & Company•Lakeville, MN

4d•$29 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary point of contact for customers across all segments, including affluent customers, providing everyday banking support and helping customers work toward their financial goals. The role uses scheduled appointments, lobby engagement, proactive outreach, planning, and digital engagement to provide customized deposit, credit, and investment solutions, as well as account opening and service-request support. The Relationship Banker builds trusted, long-term customer relationships through discovery conversations, tailored recommendations, and follow-through. The role works collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking, coordinating referrals and integrated solutions. It also promotes digital banking, resolves account inquiries within authorized limits, and supports strong 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 licensing and SAFE requirements. Employees who complete those requirements transition 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 FINRA and state insurance licenses within designated timeframes, SAFE registration, and meeting enhanced financial fitness and criminal background 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, 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 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
For applicable 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 for hires in the listed states, including Minnesota; requirements may change based on state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
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, 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 for consumer and business customers.
Ability to promote self-service and mobile banking options to improve customer satisfaction, engagement, and service efficiency.
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 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 deliver integrated solutions, coordinate warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Support risk and compliance outcomes through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.