Relationship Banker Little Neck DeNovo

Wells Fargo•New York, NY

3d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The Relationship Banker serves as a primary point of contact for everyday banking needs, products, and services for customers across all segments, including affluent customers. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward their financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts and handling service requests. The banker builds customer credibility and loyalty through discovery conversations, consultative guidance, and enduring customer partnerships. Working collaboratively in a branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to address customer needs through appropriate referrals and integrated solutions. Success depends on relationship-building, proactive engagement, and collaboration. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program. After successfully completing the requirements, they transition to the Relationship Banker (SAFE) role. The position requires active or timely completion of specified FINRA and state insurance licenses, as well as SAFE registration. Additional examination requirements apply in certain states. Obtaining and maintaining required FINRA licenses is necessary for continued employment. The position is not eligible for visa sponsorship. The stated base pay range is $27.00–$41.00; employees may also be eligible for incentive opportunities.

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 examinations, or 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.
FINRA Series 65 or equivalent examination within a specified period if hired in a listed state, subject to applicable state rules and exceptions.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Meet applicable enhanced financial fitness, criminal background, and loan-originator requirements.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer 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 about self-service and mobile banking.
Clear, confident communication; empathetic listening; and an 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).
Bilingual speaking proficiency in Cantonese, Mandarin, or Korean.

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships through proactive engagement.
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 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 strong risk and control outcomes through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk and compliance programs, policies, and procedures; identify and escalate risks and issues, and support timely remediation.