Relationship Banker St. Petersburg

Wells Fargo • Saint Petersburg, FL

19h • Onsite

About The Position

Wells Fargo is hiring 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, supporting everyday banking through 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 handling account openings and service requests. The banker builds trust and long-term customer relationships through discovery conversations, tailored advice, and appropriate referrals, working collaboratively with colleagues and partners across Wealth, Home Lending, and Business Banking.

The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees in that role who successfully complete requirements transition to Relationship Banker (SAFE). The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and satisfaction of applicable financial fitness and background standards. This 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 recognized equivalents, and state insurance licenses must be active or completed within a designated timeframe; SIE is also required for applicable FINRA qualifications earned after September 30, 2018.
• For hires in specified states, Series 65 or an equivalent examination must be attempted within a specified period, subject to applicable state requirements.
• SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
• Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• Not eligible for visa sponsorship.

Nice To Haves

• Proven 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 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 to encourage digital adoption.
• 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, support retention, and drive balanced growth across deposits, lending, and investments.
• Coordinate warm introductions and partner with professionals in Wealth, Home Lending, and Business Banking to deliver integrated solutions and convert qualified opportunities into 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.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
• Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risks and support remediation of issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed