Relationship Banker East Ridge

Wells Fargo Bank•East Ridge, FL

17h•Onsite

About The Position

Wells Fargo is hiring 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 banker helps customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while supporting everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, tailored recommendations, and ongoing relationship management. The role works in a collaborative branch environment and partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and provide integrated solutions. It also promotes digital banking adoption and resolves service needs while maintaining accurate documentation and sound risk and compliance practices. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements, after which the employee transitions 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 FINRA and state insurance licenses must be active or completed within designated timeframes 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, demonstrated through work or military experience.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to meet required licensing requirements: FINRA Series 6 and Series 63 (or recognized equivalents), and applicable State Insurance license(s), active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.
This position is 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 self-service and mobile banking options to improve customer satisfaction, engagement, and service efficiency.
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.
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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through 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 establish follow-up plans.
Follow policies and regulations, maintain accurate documentation, exercise sound judgment, and escalate issues promptly to support risk and control outcomes.
Work a schedule that includes most Saturdays.