Relationship Banker Edwardsville

Wells Fargo•Edwardsville, PA

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 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 handling account openings and service requests. The role builds customer credibility, loyalty, and long-term relationships through discovery-driven conversations, tailored solutions, and coordinated referrals. Relationship Bankers work collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking to deliver an integrated customer experience. The position requires sound judgment, accurate documentation, compliance with policies and regulations, and proactive risk escalation. The Relationship Banker LP (license pending) role is temporary until the employee completes required licensing and SAFE requirements. After 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 insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role 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 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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) is required within a specified period, subject to state requirements. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Ability to obtain and maintain required FINRA licenses; continued employment depends on maintaining them.
Meet enhanced financial fitness and criminal background standards. Loan Originators must also meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background; credit reports and ongoing screening may apply.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
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, documentation of 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 promote digital adoption by educating customers about 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.
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA-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 in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take 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.
Maintain risk and compliance standards through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Support everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.