Relationship Banker Downtown St Pete

Wells Fargo•Saint Petersburg, FL

7d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as their primary point of contact for everyday banking needs, products, and services. Through appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The position also supports everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds customer credibility, loyalty, and long-term partnerships by leading discovery conversations and collaborating with colleagues. The role works with partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The Relationship Banker LP (license pending) designation is temporary until the employee completes licensing and SAFE requirements; employees then transition 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. The position is located at 125 5th St S, St. Petersburg, Florida. The schedule will include most Saturdays. Required FINRA qualifications and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at employment. 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.
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 examinations, or FINRA-recognized equivalents, and state insurance licenses must be 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.
FINRA Series 65 or equivalent is additionally required within a specified period 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, subject to applicable state requirements. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
Required FINRA licenses must be obtained and maintained for continued employment.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply.
Must meet enhanced financial fitness and criminal background standards.
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 practices, documenting planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking options.
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 deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive 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 converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and compliance with policies and regulations.
Open accounts and support everyday banking activities and service requests.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely manner.