Relationship Banker Liberty City Miami FL

Wells Fargo•Miami, FL

22h•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The Relationship Banker serves as a primary point of contact for customers across all segments, including affluent customers, providing everyday banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The position focuses on building credibility, loyalty, and long-term customer relationships through discovery-led conversations, proactive engagement, and collaboration with branch colleagues and partners in Wealth, Home Lending, and Business Banking. The Relationship Banker is expected to help customers make informed financial decisions and deliver a seamless banking experience. The role is well suited to professionals seeking a long-term career in financial services and the opportunity to develop consultative expertise as customer needs grow more complex. The Relationship Banker LP (license pending) is a temporary role until the employee completes licensing and SAFE requirements. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successfully completing the requirements. The role requires an ability to work a schedule that includes most Saturdays. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe; SAFE registration is required at employment. 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.
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 FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or an equivalent examination is required within a specified period for hires in the listed states, subject to applicable state requirements.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Not eligible for Visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and 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 customer 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.
Ability to communicate clearly and confidently, listen with empathy, and 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 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 to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to completion.
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 follow policies and regulations to support risk and control outcomes.
Adhere to applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify and escalate issues and make sound risk decisions.