Relationship Banker - Hershey

Wells Fargo & Company•Hershey, PA

4d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join 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 banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also handles everyday banking activities such as opening accounts and responding to service requests. Relationship Bankers build customer trust and loyalty through discovery conversations, insight, and tailored solutions. They work collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking, making appropriate referrals and supporting customers as their financial needs evolve. Wells Fargo provides ongoing coaching in a collaborative branch environment. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who complete these requirements transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. 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.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe.
For FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent examination is required within a specified period in certain states; requirements may change with state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements and Wells Fargo policies.
Obtain and maintain required FINRA licenses for continued employment.
The position is not eligible for visa sponsorship.

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 across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to educate customers about 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, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed 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 policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and support timely escalation and remediation of issues.
Work a schedule that includes most Saturdays.