Relationship Banker- Christiansburg/Blacksburg

Wells Fargo & Company•Blacksburg, VA
•$24 - $35•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling account openings and service requests. The position focuses on building credibility, loyalty, and long-term customer relationships through discovery-driven conversations, proactive engagement, and collaboration with colleagues. The banker partners with professionals across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role also emphasizes digital adoption, accurate documentation, sound judgment, regulatory compliance, and timely escalation of issues. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the employee starts. This position 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of 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 applicable state insurance license(s), active or completed within the designated timeframe.
  • For applicable states, FINRA Series 65 or equivalent is required within a specified period; state requirements may change.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
  • SAFE registration is required at the time of employment; Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo standards.
  • Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
  • This position is not eligible for visa sponsorship.

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 drive retention and balanced growth.
  • Experience assessing needs and recommending products and services to consumer and business customers.
  • Ability to educate customers on self-service and mobile banking options.
  • Clear, 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.
  • Successfully completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

Responsibilities

  • Acquire, manage, and grow a portfolio of consumer and business customer relationships through proactive engagement.
  • Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies across deposits, lending, and investments.
  • Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and follow through on qualified opportunities.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction 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.
  • Support customers with everyday banking activities, including opening accounts and handling service requests.
  • Meet applicable risk, compliance, licensing, and SAFE registration requirements.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities
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