Relationship Banker North Polk Highlands

Wells Fargo Bank•Davenport, FL

6d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, as well as account opening and service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. Working in a collaborative branch environment, the banker coordinates with Wealth, Home Lending, and Business Banking colleagues to connect customers with appropriate solutions and referrals. The role also promotes digital banking, resolves service issues within authorized limits, and maintains accurate documentation and sound risk and compliance practices. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Upon successful completion, 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 the designated timeframe and maintained for continued employment. SAFE registration is required at the time of employment, with Wells Fargo initiating the process after the employee's start date. 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 license(s), active or completed within a designated timeframe; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
In specified states, Series 65 (or equivalent) is required within a specified period; requirements may change with state regulations.
SAFE registration is required at the time of employment. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Must meet enhanced financial fitness and criminal background standards. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.
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 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.
Coordinate warm introductions and integrated solutions with professionals in Wealth, Home Lending, and Business Banking; set clear expectations and take ownership of converting qualified opportunities into completed outcomes.
Educate customers about self-service and mobile banking options to support digital adoption, 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 applicable policies and regulations to support risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk obligations and escalate and remediate issues in a timely and effective manner.