Relationship Banker Rochester Northwest

Wells Fargo Bank•Rochester, MN

1d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts and handling service requests. The banker builds customer credibility and loyalty through discovery conversations and long-term partnerships. Working in a collaborative branch environment, the role partners with colleagues across Wealth, Home Lending, and Business Banking to make appropriate referrals and coordinate integrated solutions. The position is intended for professionals seeking to build a long-term financial-services career and develop consultative expertise as customers’ needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees in that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after completing the requirements. 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 FINRA-recognized equivalents, and State Insurance license(s), active or completed within the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent is required within a specified period in certain listed states, subject to state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards; a credit report may be reviewed, and additional ongoing screening may apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.

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 customer needs and recommending products and services for consumer and business customers.
Experience promoting adoption of self-service and mobile banking options.
Ability to communicate clearly and confidently, listen with empathy, and 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 by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow applicable policies and regulations.
Open accounts and support everyday banking activities and customer service needs.
Work with branch colleagues to make appropriate referrals and deliver a seamless customer experience.