Relationship Banker Carle Place

Wells Fargo Bank•Carle Place, NY

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to serve as a primary point of contact for customers across all segments, including affluent customers. The role supports everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach, helping customers pursue financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. It also handles activities such as opening accounts and responding to service requests. The Relationship Banker builds customer trust and long-term relationships through discovery conversations, consultative advice, and appropriate referrals. The role works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate integrated solutions and provide a differentiated customer experience. Employees receive ongoing coaching and support in a collaborative branch environment. 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.

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 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.
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. Required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
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, FINRA Series 65 or an equivalent examination is also required within a specified period, subject to applicable state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies relating to financial responsibility, character, fitness, and criminal background.
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 practices, documentation of planning conversations, and consistent follow-through to drive 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 encourage 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.
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 Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set clear expectations, take ownership of qualified opportunities, and help convert them 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 establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation of issues, and adherence to policies and regulations.
Support everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risks and issues appropriately.