Relationship Banker Friendswood

Wells Fargo•Friendswood, TX

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds trust and long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues and partners in Wealth, Home Lending, and Business Banking. The role is based in a collaborative branch environment and involves appropriate referrals, customer follow-through, digital banking education, and risk-conscious service. The Relationship Banker LP (license pending) designation is temporary until the employee completes the required licensing and SAFE requirements. Employees hired in that capacity who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. Required FINRA and insurance licenses must be active or obtained within designated timeframes; maintaining required licenses is necessary for continued employment. SAFE registration is required at the time of employment, and Wells Fargo initiates the process after the employee starts. The 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 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.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the listed states, including Texas; requirements may change with state regulations.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Ability to obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to communicate clearly and confidently, listen empathetically, and 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, improve retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer 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 comply with policies and regulations to support effective risk controls.
Open customer accounts and support everyday banking activities.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risks and issues and support timely remediation.