Relationship Banker Northwest Jacksonville

Wells Fargo Bank•Fleming Island, FL

3d•Onsite

About The Position

Wells Fargo is hiring 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, supporting everyday banking needs through appointments, lobby engagement, and proactive outreach. Relationship Bankers help customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account opening and service-request support. The position focuses on building lasting customer relationships through discovery conversations, consultative guidance, proactive engagement, and collaboration with colleagues. Bankers coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions and appropriate referrals. The role also promotes digital banking, resolves inquiries within authorized limits, documents actions and follow-ups, and follows risk, compliance, and control requirements. 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, with Wells Fargo initiating the process after the start date. The role is subject to enhanced financial fitness and criminal background standards, and 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.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to meet Wells Fargo's enhanced financial fitness and criminal background standards.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, subject to applicable state requirements.
SAFE registration at the time of employment.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background.
Must be able to work a schedule that includes most Saturdays.

Nice To Haves

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.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to promote self-service and mobile banking options to customers.
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

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 across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to increase digital adoption, 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 comply with policies and regulations.
Support risk and compliance programs, including appropriate monitoring, governance, risk identification, escalation, and remediation.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA, state insurance, and SAFE registrations or qualifications within applicable timeframes.