Relationship Banker Nasa Parkway

Wells Fargo•Seabrook, TX

7d•Onsite

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. Relationship Bankers help 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 position focuses on building customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. The banker collaborates with colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role is based in a collaborative branch environment and includes ongoing coaching. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates 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 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) must be active or completed within a designated timeframe; the 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.
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 current state regulations.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator and CFPB requirements.
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 educate customers on 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.
Successfully completed 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.
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 on 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.
Follow policies and regulations, document accurately, exercise sound judgment, and escalate issues promptly to support strong risk and control outcomes.