Relationship Banker Woodinville

Wells Fargo•Woodinville, WA

3d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across segments, including affluent customers, as a primary contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The 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 position focuses on building credibility, loyalty, and long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues. The banker partners with professionals in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed; employees who successfully complete them transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program while unlicensed. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration, subject to the stated timelines and applicable state requirements. A Series 65 or equivalent is additionally required in specified states. 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period in certain states, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the employee's start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
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 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, 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 (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 recommend tailored banking and credit strategies that strengthen relationships, improve 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 qualified opportunities through to completion.
Educate customers on 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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk obligations; and escalate and remediate issues promptly.