Relationship Banker Carillon

Wells Fargo•Panama City Beach, FL

4d•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, for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds credibility and loyalty through discovery conversations and ongoing customer relationships. Working in a collaborative branch environment, the banker coordinates with colleagues and partners in Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. A temporary Relationship Banker LP (license pending) role applies until licensing and SAFE requirements are successfully completed, after which the employee transitions to the Relationship Banker (SAFE) role. Unlicensed employees hired into the LP role participate in the Branch Network Licensed Banker program. The position requires required FINRA and state insurance licenses within designated timeframes, along with SAFE registration at employment. Additional licensing requirements may apply based on the state where the employee is hired. The role is not eligible for visa sponsorship.

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 FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
FINRA Series 65 or equivalent examination within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Proven ability to source, acquire, and deepen customer 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 educate customers on self-service and mobile banking options.
Clear and confident communication, empathetic listening, and the 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 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 recommend 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 closure.
Educate customers on 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 accurate documentation, exercise sound judgment, escalate issues in a timely manner, and adhere to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures, and identify, escalate, and remediate issues appropriately.