Relationship Banker Augusta District

Wells Fargo & Company•Hephzibah, GA

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, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers pursue financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The banker builds customer trust and loyalty through discovery-led conversations, consultative advice, and long-term relationship management. Working collaboratively in a branch environment, the banker partners with Wealth, Home Lending, and Business Banking colleagues to coordinate appropriate referrals and integrated solutions. Success calls for proactive customer engagement, strong relationship skills, responsible risk management, and ongoing attention to customer needs. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Relationship Banker (SAFE) role upon successful completion. Required FINRA and state insurance licenses must be active or completed within the designated timeframe and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates that 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
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 equivalent) is also required within a specified period, subject to applicable state rules.
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, including financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and ongoing screening may apply.

Nice To Haves

Ability to source, acquire, and deepen 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 to consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking.
Clear, 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 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 Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set clear 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 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, and compliance with policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate issues and make sound risk decisions.