Relationship Banker - Skyline Area

Wells Fargo & Company•Charlottesville, VA
•$27 - $41•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, supporting everyday banking needs and helping customers work toward financial goals. Through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions, the banker builds lasting customer relationships and delivers a seamless banking experience. The role also handles account openings and service requests and partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The position is suited to professionals seeking a long-term career in financial services and requires relationship-building, proactive customer engagement, collaboration, and sound risk judgment. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements; successful completion leads to transition into the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), State Insurance license(s), and SAFE registration within the applicable timeframes. The SIE is also required for relevant FINRA qualifications earned after September 30, 2018. Series 65 (or equivalent) is additionally required within a specified period in certain states. Continued employment requires obtaining and maintaining required FINRA licenses. The role is subject to enhanced financial fitness and criminal background standards, and is not eligible for visa sponsorship. The listed base pay range is $27.00–$41.00; pay may vary based on performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities.

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.
  • 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 the designated timeframe.
  • Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
  • Series 65 (or equivalent) required within a specified period for hires in listed states, subject to applicable state requirements.
  • SAFE registration required at employment; Wells Fargo initiates the process after the employee's start date.
  • Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
  • Ability to obtain and maintain required FINRA licenses for continued employment.

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.
  • Ability to promote digital adoption by educating customers on self-service and mobile banking options.
  • 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.
  • Successful completion of 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 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 set follow-up plans.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
  • Support everyday banking activities, including opening accounts and handling service requests.
  • Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and help remediate issues.

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
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